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Lee Canmore

Building a Positive Money Mindset: The Psychology of Financial Well-being

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Money is more than just numbers in a bank account or the cash in our wallets; it’s deeply intertwined with our emotions, behaviors, and overall mental well-being. The way we think, feel, and act about money can significantly influence our financial outcomes and life satisfaction. Understanding the psychology of money and cultivating a positive money … Building a Positive Money Mindset: The Psychology of Financial Well-being

Easier Account Updating is Now Here!

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What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Updated Dashboard Monthly Budget Card  We’ve enhanced the Budget Breakdown card on the Dashboard to make it more intuitive and user-friendly. The card indicates that it is focused on your Current Monthly Spend, allowing you to quickly … Easier Account Updating is Now Here!

Updated Budget Breakdown Category Insights Are Here!

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What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Updated Budget Breakdown Category Insights  We’ve updated the Budget Breakdown chart on individual category pages for improved readability. This enhancement allows you to easily compare your actual spending to your budgeted amount within each category, providing valuable … Updated Budget Breakdown Category Insights Are Here!

Easier Account Linking is Now Here!

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What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Easier Account Linking To simplify connecting all your financial accounts to MoneyWellth, we’ve enhanced the linking process. You can now add multiple accounts in one session. After adding an account, simply click “Link Another Account Now” to … Easier Account Linking is Now Here!

Edit transactions rule, monthly budgeting updates and more!

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MoneyWellth Product Release

What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today:   Ability to Edit a Transaction Rule  Our budgeting features allow you to apply rules to transactions, enabling the app to learn your preferences and automatically categorize transactions accordingly. We understand that preferences can change over time, … Edit transactions rule, monthly budgeting updates and more!

Harnessing Investment Apps to Grow Your Wealth: A Modern Approach

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investment apps

The world of investing has become increasingly accessible to individuals from all walks of life. Gone are the days when investing was an exclusive domain for the wealthy or the well-connected. With the advent of investment apps, anyone with a smartphone can now take control of their financial future. These apps offer a convenient, user-friendly, … Harnessing Investment Apps to Grow Your Wealth: A Modern Approach

The Best Options for Saving for Your Child’s Education

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Saving for your child's education

As a parent, planning for your child’s future can be both exciting and daunting. Among the most significant investments you’ll make is ensuring they have access to quality education. Given the rising costs of education, saving early and effectively can make a considerable difference. Here, we explore the best options for saving for your child’s … The Best Options for Saving for Your Child’s Education

UGMA & UTMA – Understanding Gifts and Transfers to Minors

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When it comes to saving for a child’s future, custodial accounts like the Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) offer valuable options. These accounts allow adults to transfer assets to minors, providing a straightforward way to save and invest for a child’s education, first home, or other … UGMA & UTMA – Understanding Gifts and Transfers to Minors

Recurring Transactions updates and more!

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What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Savings Goal Card Updated to Your Motivation Users set financial goals for various reasons—saving for a trip, paying off debt, buying a home, and more. What truly matters is identifying what motivates you financially. Therefore, we’ve renamed … Recurring Transactions updates and more!

Life Insurance: How to Decide If it is Right for You

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Life Insurance

Life insurance is an important financial tool, yet deciding whether it’s right for you can be complex. A good time to re-evaluate your insurance needs is when you are starting a family or becoming an empty nester. This article will break down the key considerations to help you make an informed decision. What is Life … Life Insurance: How to Decide If it is Right for You