About Us
Since 2008, MyPlanIQ.com has become a premier online platform focused on retirement solutions and personal finance. Over the years, tens of thousands of subscribers have used MyPlanIQ for their retirement planning needs that initially started from managing 401(k)s, IRAs, and long-term investing strategies but now have grown to all other things related to retirement savings, investing and personal finance.
MyPlanIQ provides articles, newsletters, and practical guides covering everything from retirement saving to investing basics to everyday personal finance. In addition, we’ve added simple, goal-oriented intelligent tools to help you track savings, make smarter investing decisions, and plan ahead.
We understant that retirement planning is hard, boring and sometimes could be quite overwhelming. That’s why our mission remains simple: to give you the knowledge and tools that make all of this feel just a little more doable.
What Makes Us Different
Our founders are baby boomers who have founded and managed tech companies before. They saw the value of combining sound investment principles with smart technology early on. That’s why we built a platform that offers robust, customizable investment model portfolios tailored to your specific 401(k), IRA, or brokerage account, and aligned with your personal risk profile. These portfolios come with regular rebalance updates and strategy guidance to help you stay the course.
In addition, for both casual and savvy savers and investors, the platform has expanded to provide comprehensive intelligent personal finance tools that range from retirement and savings calculators to portfolio simulators and detailed ETF and mutual fund analysis.
Free and Premium Options
We provide both free and premium versions. The free version includes regular newsletters on retirement planning, saving, investing, and personal finance. For people who are more active in managing their retirement savings and investments, we provide a premium subscripton that offers deeper analysis, customizable asset allocation models, and other wealth building and income-focused strategies in regular newsletter updates and a dashboard for them to manage. Whether your account is an employer plan, a brokerage, or an IRA, we aim to help you stay on track.