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Notifications
Alerts, briefs, and updates from your financial agent.
Today
2 UNREAD
Your Weekly Money Brief
Household surplus held steady this week. Your dual income and steady 401(k) contributions keep you on pace — the mortgage rate is still the biggest lever if rates ease.
Yesterday
Dining spending ran higher than usual
Dining and takeout spending was noticeably above your recent average last month.
This week
Mortgage payment due soon
Your $2,495 mortgage payment is due in the next few days.
Review your emergency fund target
You're building your cash cushion steadily — check the Plan page to see progress toward a full 6-month buffer.
NOTHING OLDER THAN 30 DAYS IS KEPT