Why I Tell My Clients to Use Mint When Planning for Retirement

Take it from a financial professional, Mint is a free, easy-to-use tool that can help you reach your financial goals.

A woman sits at a dining room table with a laptop and a cup of coffee.
(Image credit: Getty Images)

When working with clients planning for their retirement, one thing we almost invariably ask about at the start of our relationship is their spending patterns. Some couples already have a strong handle on understanding this, while others may have begun working with us to get help with this exact item. While there are many ways to dive into spending, we like to start with a method that is both accurate and relatively easy for our clients to work with.

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Shane W. Cummings, CFP®, AIF®
Wealth Adviser and Director of Technology/Cybersecurity, Halbert Hargrove

Shane W. Cummings is based in Halbert Hargrove’s Denver office and holds multiple roles with Halbert Hargrove.  As Director of Technology/Cybersecurity, Shane’s overriding objective is to enable Halbert Hargrove associates to work efficiently and effectively, while safeguarding client data.  As wealth adviser, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments.