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Because planning for retirement shouldn't have to feel like a full time job.
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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?
401k Asset Allocations
Monthly updates, access to rules & regulations, accountability, lens to benchmark account performance.
IRA Asset Allocations
Improved account returns, month-to-month focus, no extra fees, research tailored for market performance.
12 Stock Portfolio
Maximize long-term stock returns. 117% gains, Wall Street expertise, detailed insights for optimal investment.
Monthly Market Debrief
Financial Planning Tools
Benchmark savings performance, calculators for goal setting, and methods to maintain accountability.
High-Quality Education
Access guides, articles, and account comparisons to empower your financial decisions and inform your path.