價格：免費
更新日期：2019-04-20
檔案大小：206.7 MB
目前版本：3.7
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語, 西班牙文
MoneyAdvice@Work® is a financial wellness app for daily living. Sponsored by your employer, this app safely and securely allows you to score your financial health, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work® Dashboard. The App’s intuitively designed tools and calculators help you get out of debt, understand social security, decide whether to save pretax or Roth, and offers investment advice specific to your employers retirement plan. In addition to the daily money tips blog, the Financial Fitness Center provides a prioritized financial checklist and a growing library of topical articles and animated videos to test your knowledge. The App’s profile section includes Moolatude®, a financial personality tool that results in a customizable avatar, as well as reminders for upcoming meetings with your advisor, and specific details helpful to understanding your employers retirement plan. Most importantly, the MoneyAdvice@Work® App makes selecting and connecting with your employer sponsored money advisor quick and easy. After selecting your advisor, you can call, text, email, or schedule a meeting with them any time at the push of a button. Best of all, since the advisors are all salaried without any products to sell, they are free to provide personal money advice on all your money stuff, making them the fiduciaries you can trust. Se Habla Español.
支援平台：iPhone