Free Resources

Tools to Make
Smarter Money Moves

Calculators, guides, and interactive tools — built to help you cut through the noise and make confident financial decisions.

What's Available

Free, no-fluff tools for every stage of your financial journey.

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Investment Priority Ladder

A step-by-step PDF guide showing exactly which accounts to fund first — 401(k), HSA, Roth IRA and beyond — to minimise taxes and maximise returns.

🔒 Free Download

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Investment Growth Calculator

Enter your starting amount, monthly contribution, and return rate — see exactly how your money compounds over time with a full year-by-year breakdown.

⚡ Interactive Tool

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Social Security Timing Estimator

Answer 6 questions and our estimator tells you the optimal age to claim Social Security — based on your health, finances, and retirement goals.

⚡ Interactive Tool

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Mortgage Affordability Calculator

Enter your take-home pay and see exactly how much mortgage you can truly afford — based on the 25% rule that keeps your finances breathing room.

⚡ Interactive Tool

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ETF Comparison Tool

Use this to run the numbers — expense ratios, holdings, performance history — then come back here to make sense of what it all means for your portfolio.

🔗 External Tool

Compare ETFs →

💳 Credit Card Finder

5 questions. 30 seconds. Your perfect card.

Find Your Best Card

Step 1 of 5

What do you spend the most on each month?

Pick the category that makes up the biggest chunk of your budget.

What kind of rewards do you prefer?

There's no wrong answer — it's about what you'll actually use.

How do you feel about annual fees?

Cards with fees often give back far more in perks — but only if you use them.

What's your approximate credit score?

This helps us show cards you're likely to get approved for.

How important is a big sign-up bonus to you?

Some cards offer $500–$1,000+ in welcome bonuses, usually with a minimum spend.

Your Best Match

Also worth considering:

🏛️ Social Security Timing Estimator

6 questions. Personalized guidance on when to claim.

Social Security Estimator

Step 1 of 6

How old are you right now?

Your current age determines how many years of growth you have before claiming.

How would you rate your overall health?

Longevity is the biggest single factor in Social Security timing. Be honest — this is just for your estimate.

How much do you need Social Security income in retirement?

This reflects how dependent you'll be on SS payments versus other income sources.

What is your marital status?

Spousal and survivor benefits significantly affect the optimal claiming strategy.

Are you still working or planning to work past 62?

Claiming before full retirement age while working above the earnings limit reduces your benefit temporarily.

How do you feel about waiting longer for a bigger monthly payment?

Delaying SS increases your monthly benefit by ~8% per year past full retirement age.

Almost there — subscribe to see your estimate!

Enter your email and hit Subscribe, then click the button below to reveal your personalized Social Security timing estimate.

Subscribe above first to unlock your estimate.

Your Estimated Optimal Age
years old
⚠️ Important Disclaimer: This tool is an educational estimator only and does not constitute financial, legal, or tax advice. Social Security rules are complex and your optimal claiming age depends on many factors not captured here — including your actual earnings record, specific health conditions, tax situation, and more. Results are general guidance based on commonly cited principles. Always consult a qualified financial advisor or Social Security Administration representative before making claiming decisions. Visit SSA.gov →

📈 Investment Growth Calculator

See how your money grows — powered by compound interest.

Investment Calculator

Compound growth estimator
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$
%
yr
Adjust for inflation (assumes 3%/yr — shows real purchasing power)

Growth Over Time

Portfolio Value
Total Contributions

Year-by-Year Breakdown

YearContributionsGrowthPortfolio Value

🔒 Unlock Your Full Results

Subscribe to see your complete projection — including the year-by-year breakdown and growth chart.

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🏠 Mortgage Affordability Calculator

Based on the 25% rule — your mortgage should never exceed 25% of your take-home pay.

Mortgage Affordability

The 25% take-home pay rule
📐

The Equity Anchor Rule: Your total monthly mortgage payment (principal, interest, taxes & insurance) should not exceed 25% of your monthly take-home pay. This keeps housing affordable without crowding out savings, investing, and life.

$
yr
%
$
Your Affordability Verdict

How the numbers break down

ItemMonthlyAnnual% of Take-Home

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Subscribe to see your complete mortgage affordability breakdown and verdict.

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Free PDF Download

The Investment
Priority Ladder

Enter your email to get instant access — plus our weekly newsletter.

PDF
Investment Priority Ladder 2 pages · by Equity Anchor · Free

Subscribe below and your download will unlock instantly. No spam — just practical money guides, usually once a week.

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