Easy Wealth

Easy Wealth is your family's AI CFO. It keeps your books, gets your records ready for tax season, and helps you understand the insurance and retirement products you already own. AI LEDGER: TAX-READY BOOKS WITHOUT THE BOOKKEEPING - Connect your bank, snap a receipt, speak a sentence, or import a statement. AI categorizes every transaction for you. - Household and small-business books in one place, including Schedule C, 1120-S and partnership ledgers. - A smart review queue puts the items that affect your taxes first: business expenses, income and deductible categories. Everyday spending is handled automatically. - Monitoring flags duplicate charges, new subscriptions, price increases and unusual payments. - A weekly summary tells you what changed, what needs attention and what is due soon. HOLDINGS REVIEW: UNDERSTAND THE POLICY YOU OWN - Upload a life insurance illustration, annual statement, annuity contract, or IRA / 401(k) statement. - AI extracts the key terms and scores the holding across growth, risk control, liquidity, manageability and tax efficiency, weighted for your life stage. NEEDS ANALYSIS - A guided review of your family, income, assets and goals that estimates life insurance, long-term care, retirement and education funding gaps. FREE DECODERS AND CALCULATORS - IUL Decoder: see how face amount, premium, cash value and tax treatment interact, including MEC limits and max funding. - FIA Decoder: lifetime income scenarios and historical index returns. - Mortgage, investment, retirement, 529, emergency fund, debt payoff, Social Security and life insurance calculators. BILINGUAL Full English and Simplified Chinese support. INDEPENDENT We do not sell financial products and receive no commissions. Easy Wealth AI provides educational information and analysis tools. It is not tax, legal, investment or insurance advice. Consult a licensed professional before making financial decisions.