Guides & tools
Practical guides on family finances, digital legacy and choosing the right tools — plus free calculators.
- Tool
Mortgage calculator: equal payment vs equal principal, with an interest-only period
Free mortgage calculator: enter the loan amount, rate, term and interest-only period to see your monthly payment, total interest and a full amortization schedule — and compare equal-payment and equal-principal repayment. Everything runs in your browser.
- Guides
How couples and families can manage money together: 3 approaches and a 15-minute monthly check-in
Couples usually manage money in one of three ways — fully joint, a joint account plus personal spending, or fully separate. Whichever you choose, the key is that you both see the same big picture. Includes a monthly money check-in and how to keep some privacy while tracking wealth together.
- Guides
How to find a loved one's bank accounts, insurance and investments after they pass away
A practical checklist for finding a deceased family member's accounts — where to look for clues, which official services to ask, what they usually miss, and how to leave your own family a clear list.
- Comparisons
Percento alternative: on Android, or tracking wealth with your family? HoldingsNest compared
Percento is a great net worth app for iPhone, but it's Apple-only and you can't share one view of your wealth with a partner. A fair comparison of platforms, pricing, data storage and features — and when to pick which.