For retirees living from their savings
Understand what your wealth allows you to do
WealthJack brings together your spending, income, savings and future obligations, and tells you what they mean for the life you want to live.
Having money isn’t the same as knowing what it allows
In retirement, the question changes from “Does this fit our monthly budget?” to “We have the money, but what happens if we spend it?”
Your bank shows the balance. Your budgeting app records the purchase. Your planner adds it to a projection. None of them tells you what the decision means for you.
“We have $900,000 invested and could easily withdraw $40,000 for a car. What does spending it mean for us?”
Answers to the questions retirees actually ask
- How much does our lifestyle really cost?
- Is our current lifestyle well supported?
- Are we spending faster than expected?
- Does this large purchase affect our future?
- Can we travel more without changing something else?
- Are we still on track?
A different question from other financial software
- Budgeting software
- Where is my money going?
- Investment software
- How are my investments performing?
- Retirement planners
- Will my retirement plan work?
- WealthJack
- What does my financial situation allow me to do?
Make your next big decision with a clear answer
Ask WealthJack what your wealth allows you to do.
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