Evidence-based Social Security claiming guidance to help you make confident retirement decisions
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Not given
Free
Pricing
Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
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.
Key features
Portfolio holdings monitoring across multiple accounts
Multi-segment allocation tracking with up to 10 levels
Allocation drift notifications via email and Telegram
Rebalancing plan calculation with specific asset actions
Support for stocks, ETFs, crypto and currencies from 70+ exchanges
Customizable drift limits and waiting periods for alerts
Automatic 24/7 value and allocation updates
15-minute delayed or end-of-day market data
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
What makes it different
User-defined rules determine when alerts trigger, not the system
Alerts only sent when both drift and time conditions are met simultaneously
Detailed rebalancing actions specify exactly which assets to buy and sell in each account
Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
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
Folify
Benefora