Last updated: 2026
FinanceDX is an educational tool designed to help individuals understand their financial situation. All content, scores, recommendations, calculations, and information provided by FinanceDX are for educational and informational purposes only. Nothing on this website or application constitutes personalized financial, investment, tax, or legal advice.
FinanceDX is not a registered investment advisor, broker-dealer, financial planner, or fiduciary under any applicable law. Use of FinanceDX does not create a fiduciary, advisory, or professional relationship of any kind. We do not manage, hold, or have access to your money or investment accounts.
While we make every effort to provide accurate and current information, FinanceDX makes no warranties or representations regarding the completeness, accuracy, or timeliness of any content. IRS contribution limits, tax brackets, and financial regulations change annually. Always verify current limits and rules at IRS.gov or consult a qualified financial professional before making financial decisions.
All financial projections, retirement calculations, fee impact estimates, and scoring provided by FinanceDX are estimates based on the information you provide and general financial assumptions. Actual results will vary based on market performance, tax law changes, individual circumstances, and many other factors. Past performance is not indicative of future results.
FinanceDX uses artificial intelligence to generate personalized financial observations and suggestions. AI-generated content may contain errors, omissions, or outdated information. All AI-generated recommendations should be independently verified with a qualified financial professional before acting on them.
FinanceDX does not require account linking and does not have access to your actual financial accounts. Information you enter is used only to generate your DX Score and recommendations. We do not sell or share your personal information with third parties. Session data is stored locally in your browser and is not transmitted to or stored on our servers beyond what is necessary to generate your score.
We strongly encourage you to consult with a qualified financial advisor, tax professional, or attorney before making significant financial decisions. FinanceDX is designed to educate and inform, not to replace professional advice tailored to your specific circumstances.
If you have any questions about this disclaimer or how FinanceDX works, please use the Share Feedback button on any page to reach us directly.