Is Your Cash Working as Hard as You Are?
The Money Tune-Up is a free worksheet that helps you find money you're wasting—and put it to work.
Most people have cash sitting idle without realizing it.
A hundred thousand dollars in a checking account at 0.01% earns $10 a year. The same amount in a money market fund at 3.5% could earn about $3,500, before taxes.
That's a $3,490 difference!
The Money Tune-Up Worksheet walks you through five steps:
Stop the Leaks: Audit subscriptions, phone bills, and fees
Optimize Your Debt: Review rates and prioritize what to pay first
Make Your Cash Work Harder: Compare and optimize interest rates
Invest in Your Future: Check 401(k) match, investments, update beneficiaries
Put the Money to Work: Commit to one financial action today
About Advisor Andy
Andy Wang is a fee-only financial advisor at Runnymede Capital Management with 25+ years of experience helping people make smarter decisions with their money. He's a LinkedIn Top Voice and host of the Forbes Top 10 podcast Inspired Money.
© Runnymede Capital Management, Inc.
Fee-only Financial Advisor since 1993