Enhanced Micro-Investment Advisor Enhanced Micro-Investment Advisor What is your monthly income? What is your risk tolerance? Select your risk toleranceLowModerateHigh What is your micro-investment goal? Select your goalSave for RetirementSave for a Short-Term Goal (1-3 years)Build Long-Term Wealth How much can you invest per month? Expected Annual Return Rate (in %): How many years do … Read more
Enhanced Financial Habit Builder Enhanced Financial Habit Builder What is your primary financial goal? Select your goalBuild an Emergency FundCreate and Stick to a BudgetPay Off DebtStart or Increase Investing What is your monthly income? What are your total monthly expenses? How much of your income do you currently save each month (in percentage)? If … Read more
Enhanced Social Security Strategy Planner Enhanced Social Security Strategy Planner What is your current age? At what age do you plan to retire? What is your current annual income? What are your estimated monthly Social Security benefits? What is your estimated life expectancy? What is your marital status? Select your marital statusSingleMarriedDivorcedWidowed Do you have … Read more
U.S. Healthcare Savings Planner U.S. Healthcare Savings Planner What is your age? What is your annual income? How many people are in your household (including you)? What is your health insurance coverage type? Select your insurance coverageEmployer-Sponsored InsuranceMarketplace InsuranceMedicareMedicaidNo Insurance What are your estimated annual out-of-pocket healthcare costs? Do you have a Health Savings Account … Read more
Tax-Free Municipal Bond Portfolio Builder Tax-Free Municipal Bond Portfolio Builder What is your current federal tax bracket? Select your tax bracket10%12%22%24%32%35%37% Do you live in a state with state tax-free municipal bonds (e.g., CA, NY)? Select your state tax-free statusYesNo What is your risk tolerance? Select your risk toleranceLowModerateHigh What bond rating are you targeting? … Read more
American Retirement Account Optimizer American Retirement Account Optimizer What is your age? What is your annual income? What is your current tax bracket? Select your current tax bracket10%12%22%24%32%35%37% What is your expected future tax bracket in retirement? Select your future tax bracket10%12%22%24%32%35%37% Does your employer offer 401(k) matching? Select an optionYesNo How much can you … Read more
Student Loan Forgiveness Eligibility Checker Student Loan Forgiveness Eligibility Checker Employment Type: Select your employment typePublic Sector (Government or Non-Profit)Private SectorSelf-EmployedTeacherUnable to Work (Disability) Employer Type: Select your employer typeGovernmentNon-ProfitFor-ProfitNot Applicable How many years have you been repaying your loans? Are you on an Income-Driven Repayment Plan? Select an optionYesNo Loan Type: Select your loan … Read more
Localized Cost of Living Analyzer Localized Cost of Living Analyzer Enter your ZIP code: Check Cost of Living
To determine the best interest rate for your mortgage refinance, consider the following key factors: Remember, the lowest rate isn’t always the best deal. Consider the total cost of the loan, including closing costs and fees, to make the most informed decision. Also, be prepared to lock in a rate quickly when you find an … Read more
When choosing between different refinance terms, there are several vital factors you should prioritize: By carefully considering these factors, you can decide which refinance terms best suit your financial situation and goals.
