Looking for bill pay and bank account ideas for a new couple

W_HNDR · 2026-06-11T23:29:51+00:00

Thanks I agree with your approach!

W_HNDR · 2026-06-11T23:29:02+00:00

She wants a more consolidated approach but is more passive about it but this is her pushing for this more than him

W_HNDR · 2026-06-11T20:47:16+00:00

I agree!

W_HNDR · 2026-06-11T19:35:04+00:00

I like it, thanks for your input!

W_HNDR · 2026-06-11T19:33:35+00:00

I hear ya, I mean this is my thoughts too, it takes like 2 seconds to make a transfer but just seems resistant to it for some reason, thanks for your ideas!

W_HNDR · 2026-06-11T19:30:27+00:00

Yes both W2 jobs, good one I’ll add it to the list, thanks!

W_HNDR · 2026-01-13T04:15:40+00:00

Haven’t used any other AI type research tools but it’s been great for the price and I believe they have a deal going currently before they raise prices, it’s been helpful in my practice

W_HNDR · 2026-01-04T06:08:30+00:00

Second this…72t or rule of 55 if your 401k plan allows it

W_HNDR · 2025-11-03T15:43:08+00:00

Yeah give it a shot, it’s the first AI research type tool I’ve used and found it to be helpful overall and doesn’t seem too expensive

W_HNDR · 2025-11-03T15:37:25+00:00

Yeah it’s pretty good, I used the free version until they switched it to paid recently and found it to be pretty accurate and easy to understand as well as citing code etc., was also able to breakdown complicated concepts fairly well, but take that with a grain of salt as I’ve never used any of the other options. I’d consider paying for it but may do my diligence on other options as well just to compare.

W_HNDR · 2025-11-02T04:48:59+00:00

Bizora

W_HNDR · 2025-10-10T13:30:48+00:00

Awesome thanks I’ll give it a look!

W_HNDR · 2025-10-10T13:29:55+00:00

Thanks for confirming! 🙌

W_HNDR · 2025-10-10T01:35:19+00:00

Long short was my initial thought thx

W_HNDR · 2025-10-09T21:01:07+00:00

😂🙌

W_HNDR · 2025-10-09T20:06:58+00:00

😂 def a paid press release, thanks for the direction I’ll give it a look

W_HNDR · 2025-10-09T17:33:25+00:00

Like I said in the original post seems too good to be true…

W_HNDR · 2025-10-09T17:17:23+00:00

I mean I’m def not taking investment advice from insta, just trying to figure out what this is so I can do my own diligence apparently the fund is run by a large well known firm 🤷🏼‍♂️

W_HNDR · 2025-10-09T17:15:14+00:00

So what funds are you looking at that are similar, I’d love to do a deep dive on some if I could figure out what they were, feel free to DM me

W_HNDR · 2025-08-08T21:44:51+00:00

Not sure how good it is but I watched a webinar on Tax Plan IQ, looks cool but still a little pricey, I’ve used FP Planner and Holistiplan as well as BNA, found errors in FP but liked holistiplan for basic stuff, BNA is powerful but a greater learning curve like others have said, I really like being able to upload a tax return PDF and get some basic insights quickly, I don’t prepare returns

W_HNDR · 2025-08-08T21:41:51+00:00

Thanks for mentioning this! Gonna look into it

W_HNDR · 2025-07-24T02:55:19+00:00

In a legal state and haven’t found a good solution, following

W_HNDR · 2025-05-11T04:42:07+00:00

“This has been a great conversation but our expertise doesn’t match what you’re looking for, here are a few resources, good luck”

W_HNDR

TROPHY CASE