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| Available free at the Android Market & Amazon Appstore |
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Pocket Financial Planner |
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The Pocket Financial Planner mobile app lets you compare yourself to a series of financial planning benchmarks to identify your individual strengths and weaknesses. Comparing yourself to these proven benchmarks will show you what parts of your financial plan are in good working order, and what parts need to be overhauled. Use "The Pocket Financial Planner" to see how close you come to meeting our benchmarks for housing debt, consumer debt, total debt, cash reserve, savings rate, portfolio size, and life insurance.
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The Investment Allocator |
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The Investment Allocator mobile app presents you with 5 simple questions designed to determine
your attitude towards investment risk. Based on your answers to the 5 questions, you will receive a specific recommendation detailing what percentage of your portfiolio should be invested in stocks vs bonds. You'll also see the age bracket that normally corresponds to your target allocation. Answer these 5 questions any time you experience a major life event such as marriage, divorce, birth of a child, death of a family member, or job change. |
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