My Money Life: Finance Planner
Be the Main Boss of Your Money.
Budget smarter, track your net worth, and plan retirement — all in one place.
What's inside
1
Budget
See exactly where your money goes. Track income, expenses, and savings rate.
2
Net Worth
Know what you're worth right now. Track every asset and liability, and watch your number grow over time.
3
401(k) Planner
See your retirement balance at any age. Visualize accumulation, withdrawals, and whether you're on track to replace your income.
4
Roth IRA
Model your Roth or Traditional IRA contributions and see how tax-free growth compounds over decades.
5
Social Security
Estimate your monthly benefit at 62, FRA, or 70 — and find the claiming age that maximizes your lifetime income.
6
KPI Dashboard
Every planner distilled into one screen. See your surplus rate, net worth, retirement progress, and more — all at once.