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What Is Plaid and Why Is It Important in Banking

Companies like Plaid are so important to finances and banking in this digital age, but if you’re like me though, it’s probably a bit difficult to understand how. Well, take this walk with me. I’ll show you what I’ve learned about how Plaid works, why they even need to exist, and arguably most important, how they handle your ever precious data. Read More

Blog Guide

Generational Wealth and Nav.it’s Legacy Health Check

Legacy planning is a financial strategy that prepares people to pass their assets to a loved one. If you can leave behind an inheritance to your descendants, that constitutes generational wealth. Your strategy for creating generational wealth? Totally derived from your ability to implement a strategy where your loved ones lose as little as possible in the transfer of wealth. Even if you’re on the path to building wealth - paying down debt, buying your first home, joining the company’s retirement plan - there are some basics for you to consider for the long term. It’s why we built an interactive checklist in the nav.it money app. So let’s review the basics of the legacy health checklist and talk why it matters. Read More

Coaching is an important aspect of finances and fitness

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Fitness and Finances: Coaches Square Off

There are some serious intersections between finances and fitness. Two coaches talk the importance of fundamentals, practice, mindset and more. Read More

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Nav.it Money Coaching

Half of the job of the financial coach is to be there when the person ‘fails’, and help them see they can still keep moving towards their end goal. Just like life, you’ll have bumps and bruises on the road to happiness, resilience training is to know what to do in the bad times as much as the good. Read More

You can use a money tracking app like nav.it to use improve your financial wellness

Blog Boss Moves Guide

How to Use Nav.It as a Small Business Owner

You stand atop the mountain, ruler of all you survey. The only problem; it’s cold up here alone. Even with a small team, maintaining good financial habits can create a level of dread usually reserved for horror movies. Fear not, you captain of industry. Nav.It can help you alleviate some of that financial stress of managing your money and let you stay focused on the business at hand. Read More

Blog Guide

Best Financial Goals to Set After Graduating College

We’re all using apps anyway, so why not use them to get our money right? Budget, track expenses, and understand value with a money tracking app to set and meet financial goals in your 20's. Read More

Blog Boss Moves

What is Generational Wealth & Who Has Access to It?

What's the history of wealth transference in the U.S. and more importantly what are the steps to building generational wealth? 1) Own assets like your real estate or home 2) Invest 3) Estate Planning 4) Get rid of debt 5) Start a business or side hustle Read More

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Turning New Year Resolutions into New Year Practices

I have decided that I will make some new year practices for myself to become financially confident and resilient in 2021. Here are a few things that we can practice within the new year: financial literacy, managing my mindset, practicing saving, and building credit. And I'll be doing it all with a little help from the money tracking app, nav.it Read More

Blog Guide

What is a Growth Mindset?

We're talking about mindset because the way we think can improve how we manage money and our financial outcomes. Learn more about a growth mindset and take actionable steps to shift it. Read More

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How The Nav.It App helps with Financial Resolutions

Now the good news: if you made a financial resolution this year you may be in luck because the Nav.it app is here to help you keep it (and I’m going to tell you how)! Read More