Long‑term financial goals give your everyday money decisions direction, knowing what you’re working toward makes it easier to prioritize where your dollars go.
What’s your biggest long‑term money focus right now?
Timely post. I am hoping to get a Neo mortgage in the spring. Talked to @Mar about this yesterday and I sincerely hope there will be features allowing me to manage that mortgage in the app, because this friction was a part of the reason I left my trad bank to be 100% with Neo.
Really missing that feature. I need to call/email for anything mortgage related while still seeing a “mortgage” tab in the neo app…please integrate that soon so I can actually use this tab!
Sometimes you can do both! If a mortgage charges you 3 percent, and an index fund is averaging 7 percent, it makes sense to invest! Especially when you consider employer matching, tax free or tax deferred savings plans.