Why does WealthStep matter?

By
7 years ago

WealthStep matters because there is a significant social problem in the US and other countries… people are not sufficiently preparing themselves to be financially independent.

WealthStep provides the basic guidance regarding how to Aim (determine approximately how much money one needs to be able to stop working), Save & Invest towards that goal, while having a clear picture about how much to Spend without running out of money in retirement.

There is a free version of WealthStep, which provides access to the “Basic” level of advice, which is WealthStep’s way of giving back and helping the greater good.

There are also paid versions of WealthStep, as part of a retirement plan engagement, or as an individual outside of a retirement plan.

Together, let’s help improve people’s lives by improving financial literacy, and by helping people make better long-term financial decisions.

Money certainly isn’t everything… but there is less suffering and more dreams accomplished when at least basic financial goals are met. Or, you can do much more!

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.