Ask Terry Questions interest savings

interest savings

By Terry Savage on July 07, 2024 | Financial Planning / Retirement

met with our financial planner and am she wants us to open savings accts! plural, acting as buckets to save money for specific bills. do you recommend any banks?

thank you

Terry Says

What?  That’s a pretty basic approach.  Would you consider meeting with another planner — just a review — no obligation, to make sure you’re with the right person?  REad this:  Pam Krueger Wealthramp – Terry Savage

At this stage of life, you should be doing something a bit more sophisticated to manage your money.  At the very least, take a look at Simplifi by Quicken:  Quicken Simplifi: Personal Finance Made Powerfully Simple | Quicken

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