Three Ways Financial Automation Can Help You Reach Your Goals

Setting everything up requires some effort, but automating tasks such as saving, investing and budgeting can shorten your to-do list.

A man on a subway train uses his smartphone.
(Image credit: Getty Images)

A large part of mastering personal finance is by taking as much legwork out of the management aspect. This could be tasks like moving money from your checking to savings or regularly contributing to your IRA. Instead of having one more task on your to-do list, you can automate these transactions to meet your financial goals passively.

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Brian Barnes
Founder and CEO, M1

Brian Barnes is the Founder & CEO of M1, a personal wealth-building platform that enables people to invest, borrow, spend, and save money easily and optimally using customization and personalization. Hundreds of thousands of people have entrusted M1 with over $5.5B of assets, and M1 has been recognized and featured in The Wall Street Journal, Barron’s, Money, Motley Fool, Investopedia, and Yahoo Finance.