Escape The Clock Newsletter, Smart Planner, and Interactive Tools & Resources
Build Your Escape Plan
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Interactive Tools & Resources
Proven tools for a predictable outcome. This curated collection of calculators, trackers, and research sites contains the resources I trust to keep my own program running smoothly. Filter by category to find exactly what you need.
- Debt Payoff Calculator - Determine how quickly you can pay off debts like auto, home, or credit cards.
- Loan Payoff Calculator - Calculate payoff schedules for loans, bonds, and deferred payment plans.
- Mortgage Payoff Calculator - Find out how extra payments can help you pay off your mortgage faster.
- Savings Calculator - Project how your savings will grow over time with regular contributions.
- Education Savings Calculator - Estimate how much to save each year for college expenses.
- 401(k) Savings Calculator - Check if your retirement savings are on track to meet your goals.
- Retirement Calculator - Confirm your retirement readiness by comparing it with your Escape The Clock plan’s targets.
- Required Minimum Distribution (RMD) Calculator - Estimate your required minimum distribution from a Traditional IRA when at age.
- Social Security Calculator - Estimate your Social Security benefits based on your income and retirement year.
- Tax Withholding Calculator - IRS tool to determine how much tax to withhold.
- MyMoney.gov Worksheets - Downloadable worksheets to help with budgeting, savings, and overall financial planning.
- FINRA BrokerCheck - A free tool to verify if a person or firm is registered to sell securities like stocks, bonds, and mutual funds.
- FINRA Fund Analyzer - An online tool to search, compare, and analyze mutual funds, ETFs, and other fund options.
- Finviz - A comprehensive tool for stock market analysis, offering stock screeners, visual data, alerts, and news updates.
- Investing Live Charts - Real-time charts for Forex, indices, stocks, futures, and cryptocurrencies, providing up-to-the-minute market data.
- IRS Tax Assistance Tool - An online resource from the IRS to answer common tax questions and provide guidance.
- Student Loan Simulator - A tool that lets users run different student loan scenarios to identify the best loan options based on their needs.
- Annual Credit Report - Access a complete annual credit report, including credit scores from: Equifax, Experian, and TransUnion.
- Social Security Statements - View estimates of retirement, disability, and survivor benefits, along with a summary of lifetime earnings.
- Tax Statements - Obtain official tax transcripts from the IRS, detailing annual tax returns, income, and tax history.
- Consumer Reports - Provides ratings, reviews, and comparisons on a wide range of products and services, focused on informed spending.
- Morningstar Reports - A trusted source for in-depth research and tools on companies, funds, and investments.
- MyMoney.gov - The U.S. government’s official guide to personal finance, covering topics from saving to budgeting.
- Consumer Financial Protection Bureau - The CFPB offers education resources to help consumers make informed financial decisions.
- Khan Academy Economics & Finance Courses - Free courses and video lessons on personal finance fundamentals.
- Investopedia - Offers comprehensive guides, tutorials, and articles for mastering personal finance and investing basics.
- FINRA - The Financial Industry Regulatory Authority provides tools and advice for achieving personal finance and investment goals.
- IRS - The Internal Revenue Service website provides essential tax information, including filing guidelines, deductions, and credits.
- Morningstar - A trusted source for stock, mutual fund, and ETF research, with educational resources on portfolio management.
- Bogleheads.org - Inspired by John Bogle, Vanguard’s founder, this forum focuses on low-cost investing strategies.
- Investing.com Acadamy Center - An online repository of articles covering a wide range of investment topics.
- Investopedia on 529 Plans - Detailed explanations on the workings of 529 college savings plans.
- Betterment - A robo-advisor that provides automated investment management and personalized financial planning tools.
- Charles Schwab - A financial services firm providing brokerage, investment, and retirement planning solutions.
- Coinbase - A cryptocurrency exchange platform that allows users to buy, sell, and store various cryptocurrencies.
- E*Trade - A digital brokerage platform providing trading services, educational resources, and investment products for individual investors.
- Fidelity - A brokerage offering investment management, retirement planning, and wealth management services.
- Interactive Brokers - An online brokerage platform known for low-cost trading and a variety of investment products.
- LendingClub - An online lending platform connecting borrowers with investors for personal loans, business loans, and auto refinancing.
- Prosper - A peer-to-peer lending platform that facilitates personal loans between borrowers and investors.
- RealtyMogul - A crowdfunding platform that provides opportunities for investment in real estate.
- TD Ameritrade - An online broker that offers trading services, educational resources, and investment tools across various asset classes.
- Vanguard - An investment management company that focuses on low-cost index funds and ETFs, and long-term investment strategies.
- Wealthfront - A digital wealth management service offering automated investing and tax-efficient strategies.
- YieldStreet - An investment platform offering access to alternative assets, including real estate, art, and private credit investments.
- Escape The Clock Weekly Newsletter - Weekly financial freedom insights delivered right to your mailbox.
- Financial Indepence Subreddit - A community dedicated to achieving financial independence, with tips, stories, and resources.
- FIRE Subreddit - A forum for those interested in the Financial Independence, Retire Early (FIRE) movement, sharing advice and insights.
- The Motley Fool - Offers analysis, stock market insights, and financial advice geared toward individual investors.
- MarketWatch - Business news, personal finance articles, and real-time market data, with extensive coverage in the U.S., Europe, and Asia.
- Forbes - Provides in-depth articles on finance, investing, leadership, and broader business topics.
- Investing.com - A platform with real-time quotes, streaming charts, financial news, and investment tools for active investors.
- Bloomberg Businessweek - Covers global business trends, financial analysis, and insights into markets and companies.
- Wall Street Journal - Trusted global news on business, finance, and stock markets, covering U.S. and international economies.
- Reuters - Leading international news source with a focus on global finance, business, and personal finance topics.
- This is Money - UK-based site offering personal finance news, advice, and coverage of financial trends.
- Yahoo Finance - Financial news aggregator with a variety of tools for market updates and investment research.
- Google Finance - Aggregated financial news and stock information, providing an overview of market trends.
- MSN Money - A financial news aggregator with broad stock market data, investment resources, and personal finance articles.
Fast-Track Your Plan
Tools are a great start, but execution is everything. Book a 1:1 consultation to review your numbers, brainstorm ideas, get a second opinion, or simply refine your program strategy.
