Plan, track, and adjust your finances
Plan retirement timelines by inputting current age, target retirement age, and plan duration. Model accounts with customizable savings and investment options. Adjust scenarios to see impact on retirement funds.
Showing 21–40 of 1,000 ranked alternatives.
Sawhney Systems, Inc.
Calculate your benefit timing
Calculate potential benefits based on start age, marital status, and life expectancy. Provide estimates for payments at 62, Full Retirement Age, and 70. Compare scenarios to help decide the optimal time to begin benefits.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
ISD CONSULTING INC
Estimate income and plan your future
Visualize income over 50 years with an interactive graph. Adjust dates to see income impact. Estimate annuities for FERS and CSRS employees. Optional upgrade for additional features.
Transamerica Retirement Solutions, LLC
Manage retirement account anytime, anywhere.
The app provides on-the-go access to a Transamerica retirement account. Users can view account balances, investment performance, and adjust savings and investment strategies for retirement.
Inspira Financial Health, Inc.
Manage accounts, track expenses, plan budgets
Manage health savings accounts, emergency savings funds, flexible spending accounts, health reimbursement arrangements, and lifestyle spending. View balances, make transfers, and track expenses.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Workman Consulting LLC
Estimate retirement years with personal options.
The app allows users to estimate retirement years by selecting personal options. It accounts for inflation and lets users choose rates of return and savings plans.
Jessica Battisto
Calculate RMD for retirement accounts
Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
Webster Financial Corporation
Manage accounts, track transactions, update contributions, request
Manage health and benefit accounts with secure access. View balances and transaction history. Make and update contributions. Request reimbursements and file claims. Manage HSA investments.
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
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