Fintech Spotlight

Here we share reviews and details of the latest Fintech products and services to help young families win with money.

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Fintech Spotlight

Trust & Will Review (2023): Create a Will Online to Protect Your Family

Do you know what will happen when you die? Although preparing end-of-life plans is the last thing you want to think about, Trust & Will can make the task bearable.  The service streamlines the creation…

June 21, 2023
Happy kid swinging

GoHenry Review: A Financial Literacy App and Debit Card for Kids

My father used to say that lifetime financial success never solely depended on how much money people earned. He agreed that making a comfortable income could help fund wealth and security. Still, achieving monetary goals…

April 25, 2023

Zeta Review 2023 | Shared Banking for Modern Couples

Learning how to manage money as a couple is one of the biggest hurdles you’ll face. A study by TD Bank found that nearly 80% of couples disagree about money at least once per month….

March 15, 2023
Happy couple with baby

Lively HSA Review (2023):  Save and Invest for Health Care Needs

One of the biggest wild cards when it comes to investing for your future is planning for the cost of healthcare. While we can’t offer you a crystal ball, we can offer one strategy to…

January 14, 2023
Man looking at laptop

How to Open a Lively HSA Account in 5 Simple Steps

Your health is your wealth. What if you can protect both with a single account? Health Savings Accounts are powerful tools to make sure that your medical costs are covered while making progress toward your…

January 14, 2023
FamZoo Review

FamZoo Review (2023): Financial Literacy and Debit Card for Kids

Teaching financial literacy to your kids is an essential part of parenting. Starting early, discussing it often, and arming them with a variety of financial tools is a surefire way to help them think about…

January 5, 2023
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