Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
The 2025 Money Manager | Budget + Retirement includes everything from the core budgeting tool - plus a full retirement planning module to help you map out the long game. Ditch the annual check-ins with an advisor, and manage your retirement portfolio on your terms. And Don’t forget to add the (free!) Retirement Monte Carlo Simulator to your cart to refine your projections and sharpen your retirement strategy.
This tool helps you:
Master your monthly budget and track your net worth
Get a crystal-clear view of your retirement savings
Project your retirement portfolio’s future value
Estimate your financial independence (FI) age
Understand your risk profile and retirement contribution strategy
See if you’re really on track—or need to make some changes
Income, expenses, and savings
Details about your retirement accounts
Investment return assumptions
Target retirement age
Contribution amounts
Clean, easy-to-use monthly and annualized budget
Net worth tracking
Savings & investment goal categorization
Tax estimate using 2025 federal and state brackets
Summarize all your investment accounts by:
Asset allocation (stocks, bonds, etc.)
Tax status (pre-tax, Roth, taxable)
Projected future value and contribution levels
Project your total portfolio value at retirement
Estimate the age you'll hit financial independence
Forecast when (or if) your money will run out
Visualize your risk/return tradeoff based on your investment allocation
Calculate your savings rate and see how close you are to IRS contribution limits
This is for the planner who’s serious about building wealth—not just tracking spending. With both your day-to-day money and long-term investments in one place, you’ll have the confidence to make smarter choices now and retire on your terms later.
Perfect for:
Budgeters who are also future-focused
Early retirement dreamers and FIRE movement fans
DIY financial planners who want real clarity, not guesswork
The 2025 Money Manager | Budget + Retirement includes everything from the core budgeting tool - plus a full retirement planning module to help you map out the long game. Ditch the annual check-ins with an advisor, and manage your retirement portfolio on your terms. And Don’t forget to add the (free!) Retirement Monte Carlo Simulator to your cart to refine your projections and sharpen your retirement strategy.
This tool helps you:
Master your monthly budget and track your net worth
Get a crystal-clear view of your retirement savings
Project your retirement portfolio’s future value
Estimate your financial independence (FI) age
Understand your risk profile and retirement contribution strategy
See if you’re really on track—or need to make some changes
Income, expenses, and savings
Details about your retirement accounts
Investment return assumptions
Target retirement age
Contribution amounts
Clean, easy-to-use monthly and annualized budget
Net worth tracking
Savings & investment goal categorization
Tax estimate using 2025 federal and state brackets
Summarize all your investment accounts by:
Asset allocation (stocks, bonds, etc.)
Tax status (pre-tax, Roth, taxable)
Projected future value and contribution levels
Project your total portfolio value at retirement
Estimate the age you'll hit financial independence
Forecast when (or if) your money will run out
Visualize your risk/return tradeoff based on your investment allocation
Calculate your savings rate and see how close you are to IRS contribution limits
This is for the planner who’s serious about building wealth—not just tracking spending. With both your day-to-day money and long-term investments in one place, you’ll have the confidence to make smarter choices now and retire on your terms later.
Perfect for:
Budgeters who are also future-focused
Early retirement dreamers and FIRE movement fans
DIY financial planners who want real clarity, not guesswork
