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Because planning for retirement shouldn't have to feel like a full time job.

Wizard Subscription

Wizard Trading Subscription

29.95   / month

Unlock a suite of 401k, IRA, and stock tools and allocation models with Wizard's all-access subscription. Improve returns, avoid financial pitfalls, and promote better savings strategies with actionable knowledge.

Subscription Features What is included in a wizard membership?

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401k Asset Allocations

Monthly updates, access to rules & regulations, accountability, lens to benchmark account performance.

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IRA Asset Allocations

Improved account returns, month-to-month focus, no extra fees, research tailored for market performance.

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12 Stock Portfolio

Maximize long-term stock returns. 117% gains, Wall Street expertise, detailed insights for optimal investment.

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Monthly Market Debrief

Access market insights: event updates, 11-sector analysis, and signals for bullish or bearish market behavior.

 
 
 
 
 
 
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Financial Planning Tools

Benchmark savings performance, calculators for goal setting, and methods to maintain accountability.

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High-Quality Education

Access guides, articles, and account comparisons to empower your financial decisions and inform your path.