Privacy First
Retirement PlanningIntermediate
Retirement Navigator — Couples Edition
The complete budget & retirement planning system for couples planning retirement together after 50 — private, powerful, and jargon-free.
Excel
$59
The catalog
Every tool, one place
Premium financial tools with instant download and no subscription. Excel workbooks you keep.
10 products
View Details
Privacy First
Retirement PlanningIntermediate
Retirement Navigator — Individual Edition
A complete, private, do-it-yourself retirement and budget workbook built for one person — projections, Social Security, RMDs, Roth conversions, and stress tests.
Excel
$49
Privacy First
Investing & Dividend IncomeIntermediate
Dividend Portfolio Navigator
Your retirement income command center — track holdings, project monthly dividend income, and build toward the payout goal that funds your life.
Excel
$39
Privacy First
Budgeting & DebtBeginner
Budget & Debt Navigator
A complete personal financial planning system — pick your budgeting method, crush debt with snowball or avalanche, and make saving actually fun.
Excel
$34
Privacy First
Business & Side HustleBeginner
Reseller Navigator
Your complete reselling business — inventory, sales, profit, and taxes in one place. Built for eBay, Etsy, Mercari, Poshmark, Whatnot & more.
Excel
$34
Privacy First
Retirement PlanningAdvanced
Roth Conversion Navigator
How much should you convert to Roth this year? A full 2026 federal tax engine shows the real bracket, Social Security impact, IRMAA risk, and effective rate — before you touch your IRA.
Excel
$59
Privacy First
Estate & Legacy PlanningBeginner
Legacy Navigator
Everything your family would need to find — accounts, documents, and wishes — organized in one private place, before they ever have to ask.
Excel
$49
Privacy First
Business & Side HustleBeginner
Side Hustle Navigator
Your complete side-business operating system — income streams, clients, invoices, expenses, mileage, and taxes in one dashboard.
Excel
$34
New
Privacy First
Budgeting & DebtBeginner
Payday Budget Planner
Know exactly which bills to pay from every paycheck — and what's left. A focused payday-by-payday budget with a 12-month bill calendar, sinking funds, and shortfall warnings.
Excel
$19
New
Privacy First
Budgeting & DebtBeginner
Debt Payoff Planner
Snowball, avalanche or your own order — see exactly when you'll be debt-free. A focused payoff planner with a month-by-month schedule and side-by-side strategy comparison.
Excel
$19