Trusted Financial Education
Financial planning built on research, delivered like a modern media brand.
Interactive tools, expert-led videos, and readable planning guidance for the money decisions that shape real life.
The Tools Hub
Planning tools built for real financial decisions.
We already have strong React-based financial tools in the wider codebase. This section gives them a polished public home inside the new Rails app.
Planning Tool
Retirement Planner
A guided planning experience for retirement assumptions, goals, and next-step recommendations.
Likely candidate for React app integration.
Explore this toolBudgeting Tool
Income & Cash Flow
Interactive budgeting and spending-planning tools for understanding monthly cash movement.
May become a mix of embedded React calculators and Rails-native forms.
Explore this toolDecision Tool
Social Security & Tax
A home for tax-aware Social Security and retirement distribution decision aids.
Strong candidate for focused calculators with shared Rails navigation.
Explore this toolLead Tool
Advisor Match & Intake
Interactive forms and intake experiences that help connect users with advisors or next actions.
Could remain a standalone React flow mounted inside the tools section.
Explore this toolOriginal Programming
Flagship shows and recurring expert formats.
Hosted by Robert Powell
Retirement income, Social Security, Medicare, and tax strategy explained in a way real households can use.
Hosted by Jeffrey Levine & Robert Powell
A practitioner-minded look at the planning issues facing affluent households and the advisors who serve them.
Hosted by Jeffrey Snyder
Fast-moving retirement coverage with interviews, market context, and policy changes that actually affect people.
Latest Content
Recent videos
Don’t Ignore This Student Loan Email
Health Insurance Crisis Nobody’s Talking About
The Truth About Hawaii Taxes Every Retiree Needs to Know
