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Transactions Tool! and When to ask for Help? ⭐️

By July 28, 2022October 3rd, 2023No Comments

NEW FEATURE ALERT: The Transaction Tool

Great news! We recently added a new feature to Ripsaw® — the Transactions Tool. This handy new feature breaks down your income and expenses, and shows net savings on a monthly basis. Easily identify areas where you can cut back, while also keeping track of various income sources in one easy-to-use dashboard.

Ripsaw Transactions Tool

The new Transactions Tool isn’t the only news we’re excited to share!  Ripsaw® continues to follow its mission and is always looking for ways to help people with wealth management. As the markets and you continue to change there are times that a second set of eyes becomes very helpful.

We are now able to announce our partnership with Wealthramp. We choose to partner with Wealthramp, because their core mission of educating and empowering individual investors, aligns perfectly with ours here at Ripsaw. We both agree that financial decision-making is a critically important life skill now more than ever, whether you’re managing your own money or you work with an advisor.

About Wealthramp:  Wealthramp Advisors Network can help you, whether you are a do-it-yourselfer who’s wondering how a fiduciary financial advisor may help you meet your financial goals, or are interested in finding an advisor with the right expertise for your needs. Soon you will even be able to collaborate with your advisor in Ripsaw!

Watch the below video with our own Stanley J. Kon, PhD and Wealthramp Founder & CEO Pam Kruger to learn more about the new Ripsaw and Wealthramp partnership.

More about Wealthramp:

– Access to rigorously vetted, fee-only, fiduciary financial advisors who are legally obligated to act in their clients’ best interests
250 highly experienced advisors nationwide
– Hourly, project-based and ongoing fee models with full transparency
– Answer some quick questions about your needs and get truly personalized advisor matches

Wealthramp won’t sell your data. You decide which advisors to talk to. And you won’t receive any pushy sales calls from Wealthramp.


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