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Your Journey to Financial Freedom Starts Here

Take the first step toward maximizing savings, minimizing stress, and achieving your dream retirement.


Feature Tools

Retirement Calculator

See how much you can save for retirement.

Retirement Savings Tracker

Monitor your savings progress, get up-to-date estimated pension at retirement

401(k) Investment Assistant

Answer a few questions to get started in your 401(k) investments

Monte Carlo Retirement Simulator

Statistical simulation to evaluate retirement goal

Portfolio Calculator (Simulator)

Enter fund allocation and quickly get a back test result on the performance of this ‘lazy’ portfolio

Asset Allocation Calculator

Answer a few quesitons to derive asset allocation weights tailored to your investment expectation and risk tolerance

More savings, investing & financial calculators & tools

Browse retirement plans

  • Most comprehensive retirement plan database
  • Find plan contact
  • Find plan match, contribution & vesting policies
  • Get plan investment options and model portfolios

What We Offer

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Feature Articles

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …

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Quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning, and much more …