Investing & Retirement Tools

Calculators, apps and other tools can help us manage our finances and plan our future. I’ve created this directory of tools to help you find ones that can help you in your specific circumstances.

For context, here are some of the tools I regularly use or have used in the past and found to be worth the money, time and effort:

  • New Retirement: I use this tool for my own retirement planning.
  • Stock Rover: I’ve started to use Stock Rover to evaluate my investment portfolio and research stocks and ETFs.
  • Empower: I’ve used Empower for over 10 years to track my investment portfolio, evaluate fees and plan retirement.
  • Kubera: This is quickly becoming my favorite net worth tracker and asset allocation manager.
  • Fidelity: Particularly for those in retirement with a need to manage distributions, Fidelity is an excellent choice.
  • Schwab: Next to Fidelity, Schwab is an excellent option, too, although I prefer Fidelity’s website and apps.
  • Capitalize: This free tool will help you step-by-step with a 401(k) rollover. I’ve used it and love it.
  • Portfolio Visualizer: This free tool is great for comparing historical returns and volatility of investment portfolios, among other things.
  • Tiller: I’ve used this budgeting tool for several years and love it, particularly for planning out an entire year’s spending plan.
  • Rocket Money: I’ve started using this budgeting tool and like its user interface, particular on smartphones.
  • ERN Logo

    ERN SWR Tool

    ⭐️⭐️⭐️⭐️⭐️
  • FICalc Logo

    FICalc

    ⭐️⭐️⭐️⭐️⭐️
  • ProjectionLab logo

    Projection Lab

    ⭐️⭐️⭐️⭐️⭐️
  • iorp logo

    Optimal Retirement Planner (i-ORP)

    ⭐️
  • FINRA Logo

    FINRA Retirement Calculator

    ⭐️
  • FINRA Fund Analyzer logo

    FINRA Fund Analyzer

    ⭐️⭐️⭐️
  • SSA logo

    SSA Social Security Benefits Estimator

    ⭐️⭐️⭐️⭐️⭐️
  • SEC logo

    RMD Calculator

    ⭐️⭐️⭐️⭐️⭐️
  • Social Security Income Planner logo

    Social Security Income Planner

    ⭐️
  • Maximize my Social Security logo

    Maximize My Social Security

    ⭐️⭐️⭐️⭐️
  • Open Social Security logo

    Open Social Security

    ⭐️⭐️⭐️⭐️⭐️
  • cFIREsim logo

    cFIREsim

    ⭐️⭐️⭐️
  • Networthify logo

    Networthify

    TBD
  • AARP Logo

    AARP Social Security Calculator

    ⭐️⭐️
  • KFF Health Insurance Marketplace Calculator

    ⭐️⭐️⭐️⭐️⭐️
  • AIPlanner Logo

    AIPlanner

    TBD
  • EquityStat Logo

    EquityStat

    ⭐️⭐️⭐️⭐️
  • FIRECalc Logo

    FIREcalc

    TBD
  • Portfolio Visualizer

    Portfolio Visualizer

    ⭐️⭐️⭐️⭐️⭐️
  • MaxiFi Logo

    Maxifi

    ⭐️⭐️⭐️⭐️
  • TIPS Ladder

    TIPS Ladder

    ⭐️⭐️⭐️⭐️
  • Four Percent Rule Logo

    Four Percent Rule

    ⭐️⭐️
  • Honest Math Logo

    Honest Math

    ⭐️⭐️⭐️
  • ontrajectory

    onTrajectory

    ⭐️⭐️⭐️
  • Rich, Broke or Dead? Post-Retirement FIRE Calculator

    ⭐️⭐️⭐️
  • Fidelity Logo

    Fidelity Retirement Score Calculator

    ⭐️⭐️⭐️
  • FIRE Calculator: When can I retire early?

    ⭐️⭐️⭐️⭐️
  • FidSafe Logo

    FidSafe

    ⭐️⭐️⭐️⭐️⭐️
  • AARP Logo

    AARP 1040 Tax Calculator

    ⭐️⭐️⭐️⭐️
  • Acorns Logo

    Acorns

    ⭐️⭐️⭐️⭐️
1-39 of 39 results
Type
Features