We're excited to launch our updated MyMoneyNav dashboard! This new and improved site has enhanced features and now provides you with even greater tools, resources, and access to down-to-earth and aspirational, guidance and advice across all areas of your financial picture. Whether it's aggregating all of your accounts to see your financial picture and your net worth in one place, building, maintaining, or managing your budget, or running analysis to see how you're doing when it comes to your long-term financial savings, your ability to have enough money for retirement and achieve financial security. The updated MyMoneyNav will offer all of the following:

  • Aggregating All of Your Accounts
  • Building a Custom Cash Flow/ Budget
  • Creating Financial Goals and a Tracking System
  • Running a Lifetime Income Calculator and more

 


Resources:

Any money questions you’d like answered? Our Money Hacks series is created from conversations we have with employees, investors, savers, and everyone planning their financial futures. What topics are on your mind for our next episode? Please email us here!

Video Transcript:

Hey, this is Alex Assaley, and it's episode number 96 of Money Hacks. Many of you have visited our website MoneyNav, which is the hub for how we deliver financial guidance and advice across all the different personal finance topics that are important for investors, savers, individuals, and families.

So, we're excited to launch our updated MyMoneyNav dashboard for those who are employees at companies we serve or users on the platform, we've enhanced this dashboard, providing you with even greater tools, resources, and access to down-to-earth and aspirational, guidance and advice across all areas of your financial picture, whether it's aggregating all of your accounts to see your financial picture and your net worth in one place, building and maintaining or managing a cash flow statement and budget or running an analysis to see how you're doing when it comes to your long term financial savings, your ability to have enough money for retirement and achieve financial security.

It's been an interesting year for the financial markets with a pretty big sell-off in stocks and bonds, and inflation running high. So, we know it's time when a lot of people are trying to figure out how to stretch their money, and how to make sure that they have a sound cash flow and spending plan in place. So, I encourage you to check out MoneyNav and the MyMoneyNav dashboard for those who are users, who've not maybe been in, in a while, and take a look at some of these enhancements that we think make it easier and efficient for you to plan and build out your financial future.

Hope this helps! Look forward to seeing you soon! Thanks!