Simplify Your Financial Journey, One Block at a Time

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Next Best Dollar Blocks

  • Student Loans

  • Credit Cards

  • Emergency Fund

  • Upcoming Goals

  • Health Savings Fund

  • Retirement Fund

 

Student Loans

  • You can evaluate multiple college loans with different interest rates to find the best approach to loan payoff and track their progress.

Credit Cards

  • Determine the optimal path to reduce and pay off credit card debt.

  • It creates an optimized schedule to quickly reduce and payoff credit card debt with the least amount of interest.

 

Emergency Fund  

  • Demonstrate how easily it is to create an emergency  fund for 1 month, 3 months, and 6 months of expenses.  

  • Set aside income to cover an emergency expense or time out of work

Upcoming Goals  

  • Determine the monthly savings strategy needed to meet  your goals (travel, celebration, a new home) occurring in the next ten years. 

Health Savings Account  

  • Enter estimated yearly expenses to simulate utilizing a  client’s HSA account for medical expenses each year.  

  • See how personal and employer contributions HSA can help save for retirement.

Retirement Fund  

  • Solve for how much savings is needed on an annual basis to reach desired savings amount within  retirement account(s).  
  • You can see the impact of how saving an additional   percentage could have on retirement savings and how  not taking advantage of a company match delays the ability to achieve savings amounts.