Which Financial Tech Platforms Should You Use? Pair These Helpful Apps with Adam's Advice, and You're Lookin' Good for 2019!
efficiently. Connect all of your accounts, and the app will show you what your money goes to every month and ways you can save by improving your spending in certain areas.
For all the people out there who have deemed math their eternal nemesis, the invention of the modern-day calculator was nothing short of groundbreaking. But even after you reach the end of your high school or college calculus classes, you still need to keep track of how much of your paycheck you’re saving, where to allocate all your hard-earned cash, and how much you can safely dedicate to your fun and travel fund. Fortunately, the era of having to hand-balance your checkbook has come to an end. Just as you harnessed the awesome technology contained within your calculator, you too can take advantage of the coolest phone apps to manage your money with ease. Here are a few you should check out! ACORNS This app is made for the easygoing or novice investor. You can start by connecting all your cards to the app, and every time you use them for a purchase, it rounds up to the next dollar and puts the spare change into exchange-traded funds. You can also set up daily, weekly, or monthly recurring investments, or make one-time investments at your discretion. POCKETGUARD This budgeting app acts as your own personal financial advocate by studying your debts and bills and recommending strategies to curb bills and pay down debt more
SPENDEE This financial tracking and planning app proffers a shared wallets option, which makes it ideal for couples, families, and roommates looking to track their finances together. Additionally, the app will let you know whether you’re on track to spend less than you earn. Plus, if your household is saving up for a big expense, like a vacation or tuition costs, you can set special event budgets to help you reach your shared goals. Here at Libman Tax Strategies, we encourage clients to use these apps in the early stages of investing or automating their wealth because these programs can definitely help with the process. But still, you can’t rely on an app alone to change your behavior or make smart, well-informed decisions regarding your taxes. While they are great tools to use, financial apps can’t serve as a stand-in tax strategist. Only a human can do that. Let Adam show you how!
Here at Adam Libman Tax Strategies, our Diamond Club is invitation only and reserved for our top clients. If you have questions about the privileges that come with being a Diamond Client or want more information, make sure you give Adam a call! Diamond Clients Have You Heard About Our Diamond Club?
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