Alok


January 9th, 2018

8 Resolutions to Live Intentionally (on a Budget) in 2018

On December 21, 2017, our friend passed. She was 45, the Maid of Honor in our wedding and my wife’s best friend. She battled cancer for a decade and defied all odds. She was the toughest fighter I’ve ever met. Her husband of nearly 20 years was by her side every step of the way.…


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Alok


December 6th, 2017

5 Questions That Will Make You a Better Charitable Donor

Giving is personal. It’s an unbelievable experience. You’re changing lives. You’re adding purpose to yours. In the season of giving, you want to give generously and compassionately. At the same time, how do you take your giving to the next level? How can you pair the heart of a donor with mind of an investor?…


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Alok


November 12th, 2017

3 Steps to Avoid Holiday Debt

During the holidays, we will collectively spend $1,000,000,000,000. Yes, that’s $1T. The sad part is that we don’t have $1T to spend. So, many people will end up with more debt and start making payments on a holiday that’s already past. So how do you protect against this? Well, it’s not about Black Friday deals.…


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Alok


October 17th, 2017

Open Enrollment (the easy version)

Employees spend an average of 16 minutes on open enrollment. To put that in context, major financial decisions are made in about the same time it takes to get an oil change. Either people clearly understand their options and can make quick choices or, open enrollment can be confusing and they want to finish as…


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Stuart Lawder


August 1st, 2017

Now Available : Connected Accounts!

Our most requested, long awaited feature is finally here: account integration! You can now connect to thousands of banks, credit unions, credit card institutions, lenders, and investment accounts to see your current balances and automatically capture transactions. Let’s take a deeper look.   Connecting Your Accounts Tap on the Me tab in the bottom navigation…


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