Easy Wealth

Easy Wealth is your family's AI CFO. It keeps your books, gets your records ready for tax season, and helps you understand the insurance and retirement products you already own. AI LEDGER: TAX-READY BOOKS WITHOUT THE BOOKKEEPING - Connect your bank, snap a receipt, speak a sentence, or import a statement. AI categorizes every transaction for you. - Household and small-business books in one place, including Schedule C, 1120-S and partnership ledgers. - A smart review queue puts the items that affect your taxes first: business expenses, income and deductible categories. Everyday spending is handled automatically. - Monitoring flags duplicate charges, new subscriptions, price increases and unusual payments. - A weekly summary tells you what changed, what needs attention and what is due soon. HOLDINGS REVIEW: UNDERSTAND THE POLICY YOU OWN - Upload a life insurance illustration, annual…