Financial information disclaimer

Important limitations on there.you financial education and calculator results.

At a glance

  • The guides explain choices; they do not give personal financial advice.
  • Calculator results change when the reader changes an input or assumption.
  • Important tax, legal, insurance, benefit, or investment decisions need current facts and qualified review.

Education, not individualized advice

there.you provides general education and planning illustrations. It does not provide investment, tax, legal, insurance, or fiduciary advice.

A result is not a recommendation

Calculator output depends on the assumptions entered. It is not a promise, guarantee, or instruction to buy, sell, claim, contribute, or withdraw.

Verify before acting

Laws, limits, benefits, products, and personal circumstances change.

Use the right source

Verify current program rules with the responsible agency and consult an appropriately qualified professional when a decision depends on your full circumstances.

Pause when the stakes are high

Get personal review before a choice can create a large tax bill, remove insurance, change a legal right, lock money into a contract, or put essential spending at risk.

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