An emergency can throw your financial situation for a loop. Get peace of mind knowing that you and your family are prepared for unexpected expenses.
Who is it for?
Ideal for those looking to build a nest egg and who like to plan ahead for the unexpected.
Type of account?
An investment account designed to save money and minimize the risk of loss. You'll be buying short-term corporate bonds and U.S. Treasury bonds.
✓ Automatic deposits ✓ Unlimited withdrawals ✓ Learning Journeys ✓ News and tips ✓ Bank alerts ✓ Online support
How much does it cost?
The Subscription Fee is $10/month. You automatically switch to an annual Asset Management Fee of 1.0% when the combined balance across all your Finhabits accounts surpasses $12,000.
The subscription includes up to 3 investment accounts and access to exclusive Money Journeys, classes, financial planning tools, and live stream events.
How much should I save?
Start with an initial goal of $1,000. Once you get there, a good rule of thumb is to have a reserve that can cover between 3-6 months of basic expenses. That includes housing, food, transportation and utilities.
This service is operated and maintained by Finhabits Advisors, LLC, an SEC-registered investment adviser. Securities offered through Apex Clearing Corporation, a member of FINRA/SIPC. All investments involve risk and may result in loss. Not FDIC insured. No bank guarantee. Finhabits does not provide tax advice. Please consult a tax professional. © 2024 All Rights Reserved.
Terms & conditions