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| About |
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| Mission |
| To provide a free, easy to use, comprehensive financial planning tool that forecasts the specific effect your decisions have on savings goals. |
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| Approach |
- Gather the minimum amount of information needed for an insightful personal financial forecast.
- Organize input fields with a logical flow that can be quickly navigated.
- Provide instructive input field descriptions that can be viewed only as needed.
- Craft a financial engine that forecasts cash flows based on gathered information.
- Include detailed federal and state income tax codes, including applicable rates, brackets, deductions, exemptions and adjustments.
- Differentiate taxation and limitations of savings account types.
- Include basic strategies for optimizing use of tax advantaged accounts.
- Include calculations for Social Security benefits, expense scaling based on changes in family size, estimated college financial aid, PMI penalty, etc.
- Structure platform for ease of continuous improvement based on user feedback.
- Summarize calculations into a set of forecasts that visualize a financial future.
- Provide charts along with tables for both a qualitative and quantitative evaluation.
- Show input fields side-by-side with forecasts to immediately show the effect of a changed a decision/assumption.
- Allow for a transparency that helps educate why a given input change has the subsequent forecast effect.
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