A short, plain-language policy.

Last updated August 19, 2026

Information collected

When you request a workbook, the site stores the email address, optional first name, signup source, and submission time. The calculators run in your browser. The values you enter into them are not submitted to our signup database.

How the information is used

Signup information is used to provide requested materials and send The Simple Money Plan updates. It is not sold to data brokers or used to make automated credit, insurance, investment, employment, or legal decisions.

Financial information

Do not submit passwords, account numbers, Social Security numbers, tax documents, or other sensitive financial records through the signup form.

Your choices

Every marketing email will include an unsubscribe option. You may also request access, correction, or deletion through the contact method listed in the email you receive.

Educational use

The Simple Money Plan provides educational information. It does not provide individualized financial, tax, investment, insurance, credit, or legal advice.