Evidence-based Social Security claiming guidance to help you make confident retirement decisions
View your complete financial picture from bank statements and screenshots without logging into your bank
Stage
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Founded
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Based in
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CA
Pricing model
Free
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Pricing
All calculators and educational resources are completely free with no sign-up required. A 30-day money-back guarantee applies to any digital product purchases.
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Key features
Free calculator showing estimated benefits at claiming ages 62 to 70
Lifetime benefit totals and break-even point calculation
Free claiming checklist for retirement decisions
Spousal benefits calculator
Strategy guides for spousal coordination
Survivor benefits planning guide
Earnings test and benefit taxation guidance
Educational articles on Social Security topics
Personalized warnings based on user situation
Upload bank statements and screenshots for analysis
View spending across all accounts
Track savings and investments
Monitor debt
Calculate net worth
Plan for retirement
Access on iPhone, Android, and web
No bank login required
What makes it different
Free and accessible to everyone regardless of wealth
Based on official SSA data and peer-reviewed research
Focused exclusively on Social Security claiming decisions
Synthesizes complex SSA rules into plain-language tools
Uses same formulas and calculations as Social Security Administration
Upload statements without bank login access
Unified view of all financial accounts in one picture
Available across multiple platforms including mobile and web
Benefora
MoneyLens AI