Albert Product Name: Albert Product Description: Albert is an all in one financial app that offers a checking account, savings account, budgeting, investing, and financial advice. Summary Albert is an all-in-one financial platform that offers a checking account, high-yield savings, a budget, an investing account, and personalized financial advice from human financial advisors. There is … Read more

At any moment in time, there will be an expert predicting a recession. (the CNBC Fed Survey puts the probability of a recession at 36%) So don’t let the predicts spook you. The sky is falling for someone somewhere! But if you are personally worried about a recession, there are things you can do to … Read more

Varo Product Name: Varo Product Description: Varo has a checking and savings account that can be accessed via their app. They charge very few fees and offer credit-building features. Summary Varo Money offers a no fee checking and a high interest savings account via a mobile app. They also offer short-term loans, personal loans, and … Read more

NerdWallet Budgeting App Product Name: NerdWallet Budgeting App Product Description: NerdWallet offers a free budgeting app that is available to anyone who registers for an account. It has all the basic features of a budgeting app but lacks a few niceties, like splitting transactions and notifications. Summary NerdWallet’s budgeting features help you track your spending, … Read more

The first few years I filed my taxes, I used Intuit’s TurboTax. Back in the early 2000s, there weren’t too many options. There were almost no free options. TurboTax walked me through all the questions, imported my payroll data, and checked my federal tax return for common mistakes and errors — all for free. I … Read more

If you are paying for multiple streaming services individually, you may be paying too much. Streaming services are now bundling (ironic, as they started as alternatives to cable) so you can save money by combining streaming services rather than paying for them a la carte. The “best” bundles are the ones being offered as add-ons … Read more

H&R Block and TurboTax are two of the most popular tax-preparation software programs available. Each has a well-deserved reputation for being an industry leader. But which is the best between the two? Well, there’s no easy answer to that question. Both offer quality products with easy-to-use interfaces and affordable prices. However, depending on your needs, one … Read more

How many times have you moved jobs? The average person has 11.9 jobs between the ages of 18 and 50. And if each one has a retirement plan that you contribute to, that’s a lot of retirement plans! So it’s no surprise that sometimes you might lose one or two. And since time passes quickly, … Read more

I remember the first time I filed my taxes. I was dropping something off at the post office when I saw tables full of cardboard boxes filled with forms with the now-familiar IRS eagle and scales logo. Tax season! Those boxes were so intimidating. I was so scared of filing my taxes wrong and getting … Read more

Launched in 2011, Wealthfront is a robo-advisor with $75+ billion in assets under management as of January 2025. A robo-advisor is an investment advisory service that uses an algorithm instead of people to help you invest. Wealthfront is a tax-efficient and low-cost way to invest. Its offering is compelling. For just 0.25%, they do all … Read more