Kevin Mercadante

Since 2009, Kevin Mercadante has been sharing his journey from a washed-up mortgage loan officer emerging from the Financial Meltdown as a contract/self-employed “slash worker” – accountant/blogger/freelance blog writer – on Out of Your Rut.com. He offers career strategies, from dealing with under-employment to transitioning into self-employment, and provides “Alt-retirement strategies” for the vast majority who won’t retire to the beach as millionaires. He also frequently discusses the big-picture trends that are putting the squeeze on the bottom 90%, offering work-arounds and expense cutting tips to help readers carve out more money to save in their budgets – a.k.a., breaking the “savings barrier” and transitioning from debtor to saver. He’s a regular contributor/staff writer for as many as a dozen financial blogs and websites. Follow Out of Your Rut and Kevin on twitter.

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United Income Review 2021 – Robo-Advisor Focused on Retirement

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United Income Expert Review United Income is a Washington, DC, based investment advisory that launched in September 2017. The founder, Matthew Fellowes, also founded HelloWallet and was the Chief Innovation Officer of Morningstar Financial. United Income was designed for retirees and those approaching retirement, age 50 to 70, based on the realization that people are …

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TIAA Personal Portfolio Robo-Advisor Review 2021

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TIAA Robo-Advisor Expert Review The addition of a robo-advisor platform with a strong emphasis on retirement savings is a natural evolution for a major financial company like Teachers Annuity Association of America, otherwise known as TIAA. The company’s name is practically synonymous with retirement plans, and they offer all types. TIAA Personal Portfolio Robo Advisor …

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SigFig Review 2021 – Live Advisors and Low Fees

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SigFig is a robo-advisor that manages your account while it is held in popular brokerage platforms, like Charles Schwab, Fidelity, and TD Ameritrade. They offer comprehensive portfolio management, and reasonable costs. Launched in 2012, the firm boasts $835 million assets under management. The Summer 2020 analysis of the platform by Backend Benchmarking awarded the company …

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SoFi Invest Review 2021 – (formerly SoFi Wealth) – Expert Analysis

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SoFi Automated Investing Review SoFi Wealth recently rebranded as SoFi Invest! The newly launched SoFi Invest (formerly SoFi Wealth) adds 6 verticals to the SoFi investing platform. The investing options continue to transform SoFi from a lending company to a full service financial destination. This review will delve into the SoFi Automated Investing robo-advisor and …

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Ellevest Review 2021 – Robo-Advisor for Women

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Ellevest Membership just launched accessible money management, banking, and financial education, starting at for $1 per month. You’ll get a personalized investment plan with no minimum investment amount required! With banking* you can Round up your extra spending to super-charge your investing. Career and financial coaching sessions available a la carte for reduced fees! Access …

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Merrill Edge Guided Investing Review 2021 – Robo-Advisor

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Merrill Edge Guided Investing Expert Review How Does Merrill Guided Investing Create my Portfolio? Most robo-advisors do little more than track the general financial markets. But Merrill Edge Guided Investing, or MEGI for short, is for you if you’re looking for a robo-advisor that actively attempts to outperform the market. The Merrill Edge robo-advisor offers all …

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