The app helps users answer questions about retirement finances. Users can enter data and assumptions to see if their plan will work and view details for every year.
by Keltin Enterprises, LLC★ 4.3123 ratingsFinance$4.99Data updated 2026-09-30
Plan for with detailed financial analysis and goal tracking. Set savings targets, monitor progress, and adjust strategies. Calculate timelines and simulate different scenarios. Track expenses and income.
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Create and manage wills and estate plans. Set up asset instructions, assign beneficiaries, and store personal stories. Secure access for loved ones and automate document sharing. Track life events and update plans as needed.
Invest in diversified portfolios with automatic contributions. Choose from curated ETFs by providers like J.P. Morgan and Vanguard. Avoid account and transaction fees. Set investment goals and adjust contributions manually.
The app provides pension information, including expected benefits and retirement age, on a dashboard. It offers insight into investment values and details about disability or death provisions.