Make a Plan to Get Away

5 Steps to Your Dream Vacation

Check out the graphic to the right to see how answers to the following 5 questions can set you up for a tailor made vacation savings plan.
  1. How old are you?
  2. How much money will the trip cost?
  3. When is the vacation?
  4. How much have you already saved?
  5. How much can you contribute annually?

That’s all you the information you need to start working on your plan.

Create a Magnifi account below to receive a personalized vacation savings plan, or keep scrolling to see the rest of our free tips. 

How to use Magnifi's Vacation Planner:

  1. Answer Magnifi’s Questions
  2. Get instant feedback on how close you are to packing your bags. Whether you’re on track to buy tickets tomorrow or need a substantial savings plan to afford your trip, Magnifi will give you an honest assessment. 
  3. Pick a plan based on Magnifi’s analysis. Magnifi will give you several options on how to best achieve your goal, it’s up to you which one you want to pursue. We’ve included a brief description of the most popular options below:

Choosing a plan

This is where Magnifi flexes its AI muscles. Knowing whether you’re on track for your goal is one thing, but building an optimized plan on how to get there is entirely different. 
Instead of depositing a fixed sum every month and climbing towards your goal with a linear pace, Magnifi will give you several options to generate returns on your deposits. These returns are the key to exponential growth and an accelerated vacation timeline. 

Here’s a breakdown of the most common types of plans: 

  • Optimized portfolio: a collection of different assets designed to diversify and optimize your investments.
  • Broad equity market: similar to an optimized portfolio, but limited to broad equites like ETFs and index funds. This plan is a great choice for reducing risk at the expense of a slightly longer saving timeline.
  • Keep it in cash. There’s nothing wrong with cash savings as long as they’re not going underneath your mattress. Magnifi will allocate your cash across a variety of banks currently offering the highest savings rates. All you have to do is open an account. 
Once you’ve chosen a plan, you can link your brokerage with Magnifi to ensure real time tracking towards your goal. Better yet, you can set up automatic deposits as part of you savings plan, so that all you have to do is sit back and watch as your dream vacation gets closer every day. 

Start saving for your vacation today

Let Magnifi Do the Planning

Experiment with more financial journeys

If you don’t want to wait to get started on your dream vacation, we won’t take up any more of your time. Just hit “Try it Today” above to start your free Magnifi trial. 

But we also wanted to make sure you’re not missing out on any additional Magnifi features. Here’s a brief list of just a few of its built in tools. You’ll get access to each one when you sign up, plus anything you can think to ask. Share what you find with us!

Start a charitable donation fund. Find out how much you can afford to give back with Magnifi’s charitable fund planning tool.

Just like the vacation planning tool, Magnifi will offer up a tailor made savings plan if your reach is exceeding your financial grasp. 

Plus, make sure to take advantage of The LevelUp’s content library to catch up on any relevant info you might need any personal finance topic. The tax implications of donating to charity is a great example of something we could all use a bit of a refresher on. 

Retirement Planning. According to PWC, 25% of US Adults have no retirement savings. As a brand committed to independent personal finance, this stat speaks volumes about why we’re working so hard to promote these tools.

Magnifi’s “Plan your Retirement” journey will take your through a quick review of your current retirement pace. Based on your answers, you’ll get a customized plan on how to proceed. 


Fund comparison. Index funds are one of the most powerful tools in any investor’s portfolio. They offer immediate exposure to several different stocks within a given sector which makes diversifying your assets significantly easier.

With the right funds, you can expand your portfolio to include exposure to emerging markets, innovative tech stocks, and income focused assets. 

Magnifi will tell you how funds stack up against each other and which ones you can purchase for exposure to a given sector. The graphic on the right demonstrates this process in detail.


Start expanding your personal finance playbook

Unlike other AI platforms, Magnifi has a fiduciary responsibility to provide the best possible financial insights. Ask it any question you can think of and receive immediate financial feedback. 

If you’re not happy with the analysis, you can always cancel your free trial. We even have a money back guarantee in case you forget to cancel in time. No holding with customer service or lengthy requests; we’ll process the refund right away. We’re in the business of growing your money after all!

We’d also love to hear about any exciting features you discover as you explore Magnifi. Unlike traditional investment tools, AI research learns and optimizes at an accelerated rate which means there’s a chance you discover a feature we haven’t announced to the public yet! This means the AI is working and providing you with the top available options for optimizations; let us know what you find!

The most impactful feature of any AI has been its ability to automate the inefficient processes in task planning and execution. As personal finance experts, we know just how many of those inefficiencies exist when it comes to managing your own money. Try incorporating the first fiduciary responsible AI into your money process; you’ll be surprised at the impact.


The Latest on Personal Finance

Join Our Newsletter