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HOW IT WORKS

Access the personal finance calculator by clicking on the Run My Finances link. From there, you can use the calculator to get an in-depth look at your current financial situation. 

 

Using the calculator is easy and straightforward. Not all of the questions require an answer, but the more questions you answer, the more detailed your report will be. Our goal is to provide a comprehensive breakdown of where you're at, where you're headed, and how long it'll take to get there. Take a look at the examples below to get an idea of what we offer. We think you'll be impressed.

Was Run My Finances created by a certified financial planner (CFP)?

     

          No, the creator of Run My Finances is not a certified financial planner. He is unlicensed and cannot manage client assets or help clients invest. He is a financial coach who can give basic investing advice.

 

Can Run My Finances manage my retirement savings?

     

          No, we're not licensed to manage your money or tell you where to invest. We're here to show you that you can manage it yourself!

Should I invest in *insert company name here*?

     

          You should invest your money however you see fit. Just keep in mind that picking stocks is generally considered a bad strategy when compared to investing in index funds.

 

How much should I save for retirement?

     

          That varies. But click here for some guidance. 

Can Run My Finances file my taxes?

     

          No, we do not provide tax services. We do provide a general overview of federal and state tax rates, but the tax code is complex. We would recommend contacting a local tax specialist or a large tax preparation company like H&R Block.

Where is the Run My Finances privacy statement?

          Here.

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