AI financial advisor
What is Planwell?
Planwell is a fully automated AI financial planner and advisor that helps individuals and families make financial decisions that are hyper personalized to their goals and lifestyle.
Financial Independence
Retirement
How to retire early at 55
Here is a step-by-step plan to get on track to retire early at age 55. Create a budget and boost savings and income. Control your retirement lifestyle and expenses. Invest consistently and manage risk
Financial Independence
How to build a personal financial plan: A 10-step guide
Here are 10 concrete steps to build a comprehensive financial plan.
Financial Independence
How to retire early and achieve financial independence
FIRE is a financial movement that focuses on achieving financial independence through frugal living, aggressive saving and strategic investing.
Financial Independence
5 common money mistakes to avoid
Our first blog post highlights some very common money mistakes that are made by even the savviest people.