A better VIEW of your finances for the new year


I get questions now and then from friends regarding personal finance.  I love learning from others and certainly don’t claim to have a lock on all the answers, but I’m also very willing to share what I’ve learned over time about what works and what doesn’t.

You have a bank account here, an investment account there, multiple savings account, a retirement account, a college fund for each of the kids, a home loan, and a debit card – all from different banks and brokerages. Most of these accounts offer online access each with their own log-ins and pins.  Wouldn’t it be nice to see all of this information in one place?  You might want to try a financial aggregator like mint.com.  I learned about mint several years and while it wasn’t perfect then and still isn’t quite perfect (it has trouble updating one of my lesser used accounts) it still does a solid job of showing us our entire financial picture in one place.

To decide if it’s right for you, you’ll want to do your own research. Here’s one such online review.  I think it’s a helpful tool, you might too.