Tools

RRC membership includes access to software tools, checklists, and other online resources valued at over $2,800/year.

  • Screenshots of financial planning software displaying graphs, charts, and headings like 'Total Income Modeling,' 'Tax Planning,' and 'Lifetime Protection'.

    MoneyGuideElite℠ Retirement Calculator

    MoneyGuideElite℠ is an advanced version of the popular MoneyGuidePro® retirement planning software that enables you to run Monte Carlo simulations, visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. Access to this advisor-only software is generally unavailable to retail customers.

  • Tablet and smartphone screens displaying a personal budgeting app called YNAB with various expense categories, account balances, and a promotional message encouraging financial planning.

    YNAB

    You need a budget! This award-winning budgeting app empowers you to spend on the things that are important to you. It's a game-changer for managing your finances, and it’s customized with our very own RRC templates.

  • Laptop screen displaying a presentation slide titled "Guided ARM" with the subtitle "What to do, How to do it, When to do it" and "Retirement Club" at the bottom.

    Guided Agile Retirement Management

    Our proprietary Agile Retirement Management process not only helps you create a plan but shows you how to adjust it as your life unfolds. After completing the Retirement Master Class, Guided ARM walks you through time-sensitive items you'll want to address to keep your plan current and aligned with your present goals and circumstances. This isn't just retirement planning; it's retirement doing.

  • Laptop and tablet screens displaying the RISA website, which offers information about retirement planning and income style awareness, with sections about building retirement skills, strategies, and advisor advice.

    Retirement Income Style Awareness Survey

    RISA helps you discover the retirement income strategy that best resonates with your personality and priorities, using the assessment tool developed by industry leader Dr. Wade Pfau of Retirement Researcher.

  • Laptop and smartphone displaying the Everplans website, showcasing organizational tools for life planning with text emphasizing keeping all pieces of your world in one place and simplifying life.

    Everplans™

    This legacy planning software gives RRC members peace of mind that everything important in their life is organized once and for all. It provides guides, resources and a platform so you can create a plan that contains everything your loved ones will need if something happens to you.

  • Apple Watch displaying the RRC app

    Private Podcast

    Our RRC private podcast covers you when you can't attend a live meetup or need an extra listen to digest a nugget of wisdom. Stream the meetup replay audio on your favorite podcast player.