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Using online tools to do your taxes and preparing for retirement.

Simplify your finances with apps and online tools

3 min read
April 29, 2025
Simplify your finances with apps and online tools

Between the smartphone in your hand and the tablet or computer on your lap, you have access to a wealth of digital tools to help you manage your finances.

Tools for retirement planning

Check your workplace retirement plan for a secure website or app to help you manage and track your retirement savings goals. You can also check your device's app store for secure investment management tools to manually add, then track your retirement savings vehicles. Remember to factor your Social Security benefits into your retirement plan. The Social Security Administration’s retirement calculator helps you figure out the ideal age for you to apply, to receive your maximum benefit during your non-working years.

Tools to inventory your belongings

When was the last time you documented your belongings? Do this on a regular basis because the loss or damage of your possessions could cost you a startling amount. 

Your insurance carrier can help 

  • With an app or secure website for you to document your valuables
  • By accepting a detailed list or cellphone video of your belongings 

Personal workspace software like Evernote or OneNote 

  • Offers secure cloud-based backup and syncing of your lists, notes and photos across any device, using your computer or mobile app
  • Allows you to securely upload photos and describe, value and organize everything you own. 

Keep a copy of lists and videos in a secure cloud storage app or a fireproof safe.

Tools to manage your money

A budgeting app brings all your accounts together in one place. This way you know where you stand any time, on any device.

Tools to tackle taxes

If you plan to prepare your own federal tax return, use FreeFile, the IRS’ online site that lets you prepare and file your federal individual income tax return. In addition, you can have any refunds directly deposited to the account of your choice. 

Go ahead. Give yourself the gift of no-hassle financial management with these tools.

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