Mint.com - Manage Your Finances and Savings Goals

I like to encourage all of my clients to take charge of their finances and become an active participant in their financial lives. While as an accountant I’m here to do your taxes and answer questions you have about savings goals, retirement or how to manage credit card debt unless you’re an active and informed participant in that conversation you won’t get anywhere.

I recommend mint.com for everyone as an easy and free way to get the bigger picture on your financial life. It offers tons of features and you can pick and choose which you use and which aren’t for you. From notifications about upcoming credit card and bill payments to alerts when a checking or savings account goes below a certain dollar value, Mint does it all. Set monthly, yearly and long term savings goals to keep the goals you set on track.

You can even track stock and other investments through your account as well as your debt whether it be credit card debt, school loans, a mortgage or your car loan.

While everyone’s finances are different, some simple and some more complicated, Mint is a great place to start when trying to make sense of everything or when you just want to have all your accounts, money and investments laid out in front of you all in one place. Especially as you prepare to file taxes this year, make a big financial decision or just to sound like you know what you’re talking about when you come meet with me. :)