@advizmo: Four steps to set up Advizmo One. Connect. Open your Advizmo account and link your checking and other accounts. Have investments somewhere else? We can move them over for you. We’ll look for tax-loss harvesting opportunities on each investment you move over. Two. Set your preferences. How much cushion to keep. ETFs or direct indexing. How much in stocks versus bonds. Then choose. Fully automatic, one click, or manual. Three. Check what we found. We find your regular bills and paychecks. Take a quick look to make sure they’re right. Four. We take care of the rest. When you get paid, we keep what you need for upcoming bills and invest the extra. If checking runs low, we move money back. Each day, we look for tax-loss harvesting opportunities. And when you withdraw, we sell the shares that cost you the least in taxes. Change your settings anytime. See how Advizmo works. Link in bio. #Investing #BeginnerInvestor #AutomatedInvesting #PersonalFinance #ETFs Not tax advice. Individual results vary. Estimates only. Review before investing. Not a guarantee. All investing involves risk, including possible loss of principal. Advizmo advisory fee and subscription apply. Advizmo is an SEC-registered investment adviser (File No. 801-133876). Registration does not imply a certain level of skill or training.

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