Financial Health Checkers
Quick assessments to check your financial health and get actionable recommendations.
Saving
BeginnerComing Soon
Emergency Fund Checker
Quickly assess if your emergency fund is adequate for your situation.
What you'll get:
- Fund size assessment
- Risk factor analysis
- Recommendations
- Action steps
Credit
BeginnerComing Soon
Credit Utilization Checker
Check if your credit card utilization is helping or hurting your credit score.
What you'll get:
- Utilization calculation
- Score impact
- Optimization tips
- Payment strategies
Retirement
IntermediateComing Soon
Retirement Readiness Checker
Quick assessment of your retirement savings progress and catch-up recommendations.
What you'll get:
- Age-based benchmarks
- Savings rate check
- Gap analysis
- Catch-up strategies
Insurance
IntermediateComing Soon
Insurance Coverage Gap Checker
Identify potential gaps in your insurance coverage across all policy types.
What you'll get:
- Coverage analysis
- Gap identification
- Risk assessment
- Policy recommendations
Credit
BeginnerComing Soon
Debt-to-Income Checker
Check if your debt levels are within healthy ranges for your income.
What you'll get:
- DTI calculation
- Benchmark comparison
- Risk levels
- Improvement strategies
Investing
IntermediateComing Soon
Investment Diversification Checker
Analyze your portfolio diversification and identify concentration risks.
What you'll get:
- Asset allocation analysis
- Concentration risks
- Diversification score
- Rebalancing tips
Budgeting
BeginnerComing Soon
Savings Rate Checker
Evaluate if you're saving enough for your financial goals.
What you'll get:
- Savings rate calculation
- Goal-based targets
- Benchmark comparison
- Improvement tips
Taxes
IntermediateComing Soon
Tax Withholding Checker
Check if your tax withholdings are on track to avoid surprises at tax time.
What you'll get:
- Withholding analysis
- Refund/owe projection
- Adjustment recommendations
- Form guidance