Jonathan Clements’ Humble Dollar website recently released a neat little calculator that they’re calling the Two-Minute Financial Checkup. It asks a few easy questions, and then provides you with a list of planning points you should be considering.
Of course, requiring only minimal input from the user is both an upside and a downside. (It’s easier to get somebody to try it out. It’s harder for the calculator to provide detailed output.)
- The Two-Minute Financial Checkup from Humble Dollar
- About the Checkup
Recommended Reading
- Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life (Morningstar The Long View podcast episode)
- A Giant Distraction to the Business of Investing from Ben Carlson
- Scarcity is an Ally of Appreciation from Ben Carlson
- What Do You Spend Money On? Lessons from Our Clients About Spending that Brings True Joy from Maddie Burton
- 7 Reasons You Shouldn’t Hire a Financial Advisor from Elliott Appel
- Massive Losses from Crypto Scams Through Dating Apps from Brian Krebs
Thanks for reading!