Retire with everything you built. And nothing you missed.
A free dashboard that puts your dates and money on one line, shows where you stand, and flags what needs attention before the date passes. Eight questions, about two minutes, no account.
Estimates are fine, any answer can be changed later. You pay nothing.
Your key dates
Example (1964)
What is a retirement dashboard?
A single screen that puts your retirement dates and money on one timeline. The dates are set by law and date of birth: 59½, 62, 65, 66–67, 70, and required withdrawals from 73 or 75. The dashboard draws them on one line, estimates how long savings last, and shows what needs attention. It shows what happens; it does not tell you what to do.
You did the work. Who checks it?
You’ve run the numbers more than once. When you decide alone, there’s no one at the table to say: you missed this. The next step isn’t more research — it’s making sure nothing slips through.
“It’s all on me.”
No second income as a cushion, no one to catch a mistake before it’s signed. Every dollar weighs more when you’re the only one counting it.
“I’ve done everything right. So why don’t I feel sure?”
Three calculators, three answers, and none of them knows what the others said. Each one started from a blank form.
“Which dates actually apply to me?”
59½, 62, 65, 67, 70 — and 75 or 73 for required withdrawals, depending on the year you were born. Most people can name two. One they usually have wrong.
“Nobody tells me a deadline is coming.”
The Medicare sign-up window runs seven months around your 65th birthday. You find out about the ones you missed afterwards.
“I’d rather not look again.”
Checking feels like a test you might fail. So most people check once, early, and then don’t.
“Will the money last if I live longer than I think?”
A pot size says nothing on its own. An income and an end age do — and nobody has drawn yours.
One screen. Four things you know.
The base screen stays the same size as you add detail — it gets more precise, not longer.
You know where you stand.
Your milestones, drawn from your date of birth and labelled: what opens at each age, what closes, and where you are right now — with your savings, income and retirement date on the same line.
You know what’s next, and when.
One to three things that need attention, each with a reason and a date. Not twelve. When one is done, the next one comes up.
You know roughly how long the money lasts.
An estimate from your savings, income and spending, with the assumptions written next to it. It moves when your answers move.
You know what’s still open — and it stays with you.
"Picture assembled: 4 of 9 areas" tells you what’s left and what each piece adds. Open a topic when you want the detail; each ends with one number.
“Three tabs, three answers, and a quiet worry that some date will pass unnoticed.”
One screen, your dates, your numbers — and if something is open, it says so, with a date.
Everything on one line
- Every date is a rule of the calendar, with its source named
- Entered once — every topic reads the same answers
- "Something changed?" re-answers one question and updates the whole screen
- Estimates allowed; nothing is scored against anyone else
Three steps. No surprises.
Answer eight questions you already know.
Date of birth, retirement target, filing status, state, income, savings, spending. Estimates are fine. About two minutes, no account.
01See your timeline.
Your milestones, how long the money lasts, and the few things that need attention now — on one screen, the moment the last answer is in.
02Come back when something changes.
Re-answer one question when life moves. The screen is where you left it and tells you what’s gone stale.
03We organize the picture. The decisions stay yours.
Here is what the screen holds.
Illustrative example: a solo household, born 1965, in Texas, planning to retire at 65. Ages are set by law and date of birth; the figures on your own dashboard come from your answers.
Each of these answers one question. None of them tells you what you missed.
Keep them. The dashboard is where their answers go — and where the gaps show.
Each of these answers one question. None of them tells you what you missed.
Keep them. The dashboard is where their answers go — and where the gaps show.
Nobody. Each tool starts from a blank form.
You. Entered once, read by every topic.
You keep them in your head — or not.
Drawn from your date of birth, labelled, with the deadline where there is one.
You find out afterwards.
One to three items, each with a reason and a date.
Social Security, taxes and Medicare in separate windows.
One timeline, so the chain is visible.
A forum, a chatbot, or nobody.
A picture you can show to a licensed fiduciary with your brief — only if you ask.
A subscription, or a percentage of your assets.
Nothing. Advisors pay for introductions.
The dashboard is free
You never owe Frank Finly anything. The dashboard, the dates, the picture — yours to keep.
01Advisors pay for introductions
If you want a person to walk through it, advisors in our network pay Frank Finly for the introduction — only when you ask. Advisors may charge their own fees for their services.
02No account, no email required
Your answers are saved in this browser. If you want them on another device, add an email and we will keep them for you. Nothing else is needed.
03What’s the catch? None.
The dashboard is free for you. Advisors in our network pay Frank Finly for introductions — only when you ask for one. You never owe us anything.
We handle the complexity. You make the decisions.
Nine topics, one dashboard. Each starts with a few questions and ends with one number. Your Social Security timing affects your tax window; your tax window affects what Medicare costs. We bring the picture — you make the decisions.
The rules are quoted, not paraphrased.
Every age, threshold and deadline comes from current IRS and Social Security rules, with the tax year named next to the figure.
It shows what happens, not what to do.
Frank Finly is not a registered investment adviser and does not give personal advice. The dashboard never tells you which option to pick. When a decision needs a person, the brief you have built goes to a licensed fiduciary — only if you ask.
Your answers are yours.
They stay on this device unless you add an email to keep them. Nothing goes to any firm unless you ask to talk to an advisor; then your brief goes to one firm, and we email you its name. Opt out at any time on our Do Not Sell or Share page.
How long the money lasts
Illustrative example
The 4% Rule explained →Retirement explained. Not complicated.
Four reads that match the dates on your timeline.
When to Start Social Security
→The 62 vs 67 vs 70 decision — what changes for singles, couples, and survivors.
Roth Conversions Explained
→The window between the last paycheck and required withdrawals.
RMD Rules & Deadlines
→When required withdrawals start and what a missed one costs.
The 4% Rule
→Where the number comes from and what it misses.
Questions? Answers.
Find out where you stand. Before the date, not after.
Eight questions you already know the answers to. About two minutes, no account. If something is open, you will see it.
See where I stand→