Your Money Matters | Vol. 41

This month’s Your Money Matters newsletter features tips to selecting personal finance apps, an overview of the average American budget, a quick guide to checking if you have unclaimed money, and the pros and cons of prepaid debt cards. Hope you enjoy, and as always, reach out with any questions. Have a great day!

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More

Weighing the Benefits of Prepaid Debit Cards

It’s important to understand the pros and cons when considering a prepaid debit card.
Learn More

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*Securities and Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with Osaic Wealth. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither Osaic Wealth, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.

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This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.

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Adrianna Rocha

Client Relations Representative

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
adrianna@kramerwealth.com

Adrianna Rocha joined Kramer Wealth Managers in 2021.

Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.

Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.

Adrianna is not registered with Osaic Wealth.