Tools

When building a diversified portfolio, many investors assume they’re getting a broad mix by picking popular ETFs. But without using an ETF Diversification Tool, it’s easy to overlook hidden overlap that can lead to unintended risk.

Rebalancing your portfolio has never been easier! After searching extensively for a tool that could rebalance a portfolio with precision, I realized nothing met my needs—so I created one.

Deciding when to start claiming Social Security benefits is one of the most important financial choices you’ll make in retirement. With so many factors to consider—such as your age, expected lifespan, and financial needs—it’s easy to feel overwhelmed.

Use this Capital Gains Tax Calculator to instantly estimate your 2024 or 2025 federal tax on gains from assets like stocks, bonds, mutual funds, and real estate. Note that this tool considers only gains, not losses, and applies exclusively to federal taxes.

I used to rely on spreadsheets to manage my finances, but as my accounts and portfolio grew more complex, it became impossible to keep up. That’s when I discovered the Boldin™ Financial Planner (formerly NewRetirement), a financial tool that makes managing money easy.

Generate a strong password with this tool, designed to prioritize your privacy and security. The password is created right on your computer and never transmitted elsewhere.

Curious about how your investments are really doing? Our CAGR Calculator is here to spill the beans!