Personal Finance Management “Stack”

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rygy

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rygy
Nov 29, 2019 5 Comments

I’m looking to upgrade my accounts and tools for personal finances and am curious what others are using / recommend.

What I’m currently using:

Banking:
- HSBC
- Considering switching to Ally

Retirement
- TRowe (401k rollovers)
- Considering switching to Charles Schwab

Robo Investing
- Acorns (testing)
- Robinhood (testing)

Management
- Personal Capital (side note - why is there not a FamilyCapital equivalent?)
- Mint

What am i missing in this stack? What bank or accounts are you using / recommmend and why?

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