Financial Tools
& Resources

There have been so many requests for a one-stop place to find all of my best recommendations. I’ve created this page for you so that you can quickly find everything you’re looking for in one place. This page will update and evolve from time to time so make sure you keep checking in. I do recommend that you bookmark it and feel free to share it with anyone that could use the information.

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Budgeting

Reduce Debt

Build Credit

Savings

Stock Market

Retirement

College Finance

Real Estate

Atlernative

Business

Insurance

Loans

Budgeting

#1 Rated For Automated Budgeting

There is no better-automated tool to keep your budget on track than Mint. I have personally used Mint for years and the best part about it is that it is totally free! With Mint, you can link all of your accounts all into one place, put limits on expenses, categorize, allocate and automate your budget. My recommendation is to use Mint along with Personal Capital.

Try Mint

#1 Rated For Net Worth Analysis & Managed Investments

Hands down, Personal Capital is the best platform for you to calculate your net worth. Personal Capital also fills in all the gaps I tend to find with Mint as well. They also have a very robust portfolio management offering that is a hybrid of a managed and Robo advisor. The best part of all is that their net worth and portfolio projection tools are completely free to use.

Try Personal Capital

#1 Rated Accounting Software

The most reputable and supported business accounting solution on the market is QuickBooks. You don’t need to be an accounting expert to start using QuickBooks. From its elegant profits/loss displays to invoicing, payments, managing expenses, a nice mobile platform, payroll integration and so much more. The best part of all, it’s free to try.

Try QuickBooks

#1 Rated Tax Software

Everyone needs to file their taxes one way or another. So when I want to take on the inevitable, I use TurboTax. It’s fast, simple and there is even a free option. If for some reason you need help, they even offer real CPAs or EAs that can help with advice or a line by line review. I have been using this software for years and I’m happy to recommend it to you.

Try TurboTax

Reduce Debt

#1 Rated For Debt Loan Consolidation

Payoff is a one-stop shop for you to be able to consolidate your debts up to $40,000 into one lower interest personal loan. They offer no application fees, no commitments, personal support and when you apply it doesn’t impact your credit score. You choose the terms of your loan and once you’re satisfied you have the funds to pay off your debts.

Try Payoff

#1 Rated For Student Loan Refinancing

If you’re looking to lower your student loan debt costs then you should definitely look into LendKey. They offer the refinancing of existing student loans using your own local banks and credit unions. By leveraging their platform, they will find you the best terms and lowest rates possible. LendKey has been in service since 2007 and has funded over $3 billion in loans.

Try LendKey

Build Credit

#1 Rated For Free Credit Reports & Credit Scores

Monitoring your credit score on an ongoing basis is part of your ongoing journey to financial wellness. The best company out there for this is Credit Karma. You can access your credit score and credit report anytime you need it. I continue to use Credit Karma to this very day. The best part of all is that it’s free. If you haven’t signed up already go do it today.

Try Credit Karma

#1 Rated Premium Credit Card For Credit Building

Jasper, the premium Mastercard, issued by WebBank, member FDIC, is more than just a credit card-it’s a credit-building partner, The Jasper Mastercard is especially helpful for customers who are new to credit in the U.S., such as young adults who have recently started their professional lives and expatriates who have recently relocated to the U.S. for work.

Try Jasper Mastercard

#1 Rated For Building Credit While Saving Money

Self is helping thousands of people begin their financial journey with a Credit Builder Account. Building a financial foundation is a daunting task for most people. They strongly believe that a customer’s success is tied to a variety of factors. They are known for their amazing customer experience through honesty, their technology, and a great dedicated team.

Try Self

#1 Rated For Credit Repair

When it comes to credit repair, there is no one better than Credit Saint. The things that you want in a credit repair company are a money-back guarantee, competitive pricing and someone with a long-term business reputation. I personally recommend you repair your credit on your own. If you want a company to do this, then you can’t go wrong with Credit Saint.

Try Credit Saint

Savings

#1 Rated For High Interest Checking & Savings

After researching banks nationwide for high yield savings and checking accounts, Axos Banks tends to always be close to the top. Their technology and online banking products are amazing as well. If you want high-interest accounts, modern banking services and some of the best banking technology out there, then you have to check out Axos Bank.

Try Axos Bank

#1 Rated For Online Automated Checking & Savings

If you’re looking for banking with no fees and automated savings then you have to try Chime. They offer no hidden fees like monthly fees, overdraft fees or minimum account balance fees. They also offer a service to get you paid up to 2 days early through direct deposit. With Round-Up, you automatically transfer spare change to the dollar into your savings account. Try Chime today.

Try Chime

#1 Rated For Business Banking

Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. Since launching, freelancers, startup founders, and small business owners alike have been opening business accounts in minutes, securely and easily with no minimum balance requirements. Simplify your business finances with Novo.

Try Novo

#1 Rated For Teaching Minors Financial Responsibility

With a lack of financial education for the most part in our society, Greenlight provides a platform that helps fill that void. Real-world lessons in financial responsibility Greenlight kids set their own goals, make tradeoff decisions and learn the power of saving. 89% of their parents said Greenlight has helped teach their children financial responsibility.

Try Greenlight

Stock Market

#1 Rated Investment Brokerage Platform

Today it is easier and cheaper than ever to purchase stocks. Some of them offer completely $0 cost trades and you can do this straight from your mobile phone. My personal recommendation is Webull. It offers all the above plus some of the most amazing stock and fund information at your fingertips. The platform is free so download it today and give it try.

Try Webull

#1 Rated Robo Advisor & Dynamic Portfolio Rebalancing

The M1 Finance’s brokerage, retirement account and overall technology are simply amazing. They offer dynamic re-balancing, full customization and even some pre-built portfolio options called expert pies. M1 Finance is a strong recommendation for your automated investment and retirement needs. Try them today with only as little as $100 to start investing.

Try M1 Finance

#1 Rated Investment Research Platform

Link your existing investment account(s) for free and have access to some of the most powerful stock and fund research in the world. You will have access to the institutional-quality resources that were once only available to Wall Street professionals. If you want to make smarter, data-driven investment decisions then you have to try Atom today.

Try Atom

#1 Rated Charting Platform

If you are interested or currently conduct any type of chart analysis then you have to use TradingView. I have used both their free and premium tiers. The charting options are pretty much endless. I love using TradingView alongside Atom to help provide me the detailed insights and intelligent decision making to plan out my investment portfolio.

Try TradingView

Retirement

#1 Rated Robo Advisor & Dynamic Portfolio Rebalancing

Try M1 Finance

#1 Rated For Automated Funding Of Investments

Automate your retirement investing through your spare change and intelligent Robo advisor services. Setting up an account takes less than 5 minutes. They now offer no-fee checking as well. If you want to put your spare change to work to help grow that retirement nest egg, there is no better product on the market than Acorns.

Try Acorns

#1 Rated For Net Worth Analysis & Managed Investments

Try Personal Capital

#1 Rated For Trusts & Wills

I think their name says it all. Putting together a will and most cases a trust is absolutely critical to proper estate planning. A will is something that anyone can and should at the very least put together. Trust & Will makes this process as simple and as seamless as possible. It is by far the fastest, easiest way to set up and share your estate plan.

Try Trust & Will

College Finance

#1 Rated College Savings & Investment Platform

If you’re thinking about college savings CollegeBacker is in my opinion the best platform for you. No other platform provides the simplicity, choices and options. Within as little as 5 mins you can have a tax-free growth investment plan in place. You can also have friends and family to directly contribute as well. Apply today if you’re planning on saving for college.

Try CollegeBacker

#1 Rated For Student Loan Refinancing

Try LendKey

Real Estate

#1 Rated Home Loan Mortgage & Refinancing Platform

If you’re looking to get you the best deal possible on your loans, period. By giving you multiple offers from several lenders in a matter of minutes, they make comparison shopping easy. LendingTree is a leading online loan marketplace with one of the largest networks of lenders in the nation. And we all know-when lenders compete for your business, you win!

Try LendingTree

#1 Rated For Home, Renters, Auto Insurance & More

Insurance companies do not reward you for your loyalty, so always price around to see if there are better deals to be had out in the open market. There is no better company out there for auto, home, renters, landlord and umbrella policy insurance comparison shopping than Gabi. Within a couple of minutes, you’ll be able to find the policy that is the best fit. Try Gabi and save!

Try Gabi

#1 Rated Investment Real Estate Analysis Software

This is my go-to real estate analysis tool when I’m searching for cash flow positive rental properties, BRRRRs, flips or other types of real estate investments. Within seconds I have the data available to make the most informative real estate investing decisions. The best part about Deackcheck is that they offer most of this within their free tier. Try it today.

Try DealCheck

#1 Rated Property Management Software

If you’re a landlord and you’re looking for a simple software solution to help manage all of your property management needs, then you must try Rentredi. From receiving payments, screening tenants, maintenance, listing properties and so much more, this platform has it all. If you’re looking to grow and maximize your cash flow potential then you have to try Rentredi.

Try Rentredi

#1 Rated Real Estate Property Owner Information Platform

RealCloud provides property data with accurate and rich owner information visualized on a map, integrated with an auto-dialer and a robust CRM system. With RealCloud you can prospect efficiently, saving time and money. With RealCloud there are no geographical restrictions. You pay one great low price and get coverage over the entire United States!

Try RealCloud

#1 Rated Rental Property Booking Platform

There is no other property rental platform that offers the flexibility, security, service and potential profitability as Vrbo. Everything you need to list your home is in one place. Write a description, choose your settings, add photos and set your price, they guide you step by step. Get extra peace of mind with $1M primary liability coverage for all online bookings.

Try Vrbo

Alternative

#1 Rated Cryptocurrency Trading Platform

I have personally used Coinbase for years. They’ve made the process of purchasing cryptocurrencies extremely simple and seamless. If you’re looking for a reliable and trusted platform to start your journey into cryptocurrency trading, you can’t go wrong with Coinbase. Remember cryptocurrencies are a very risky asset class to invest in. As with any investment, please do your own research.

Try Coinbase

#1 Rated For Retirement Cryptocurrency Investing

If you’re looking for a bit of diversification and you a fan of cryptocurrencies, then you need to look into BitcoinIRA. BitcoinIRA as the name says it all, it is the world’s first and still the largest most secure Bitcoin IRA. Invest in Bitcoin and other cryptocurrencies within a retirement IRA. Cryptocurrencies come with a lot of risks, so please do your own research.

Try BitcoinIRA

#1 Rated Gold Investment Platform

Through the Vaulted app, you invest in 99.99% pure gold kilo bars manufactured by the Royal Canadian Mint and certified Conflict-Free. Only with your permission can your gold be physically delivered, to your home, business, or another vault in about a week via FedEx. If you’re considering investing in gold, I highly recommend Vaulted.

Try Vaulted

#1 Rated Equity Crowdfunding Platform

My favorite platform by far to either invest or raise funds in early-stage companies is Rebublic. Equity crowdfunding allows you to invest in early-stage startups that are not publicly traded. Setting up an account is free and you can start investing as little as $10 today. Early-stage investing comes with high risk so be sure to do your own research.

Invest

Raise Capital

Business

#1 Rated For Registering Your Domain Name

One of the first things you will need to do as an entrepreneur is to establish your online presence. I’ve been using GoDaddy for years and have nothing but good things to say about them. Purchasing a domain name is a seamless process and their customer support is second to none. So go pick that domain and get going with Godaddy today.

Try GoDaddy

#1 Rated Low Cost Shared Webhosting

If you’re looking for the lowest cost, highest performing shared Webhosting platform then look further than Hostinger. They offer high-performance WordPress site hosting services, with good uptime and at a fraction of the cost of the competition. It takes minutes to set up and you’re site is up and running. They also offer 24/7 support if you need it.

Try Hostinger

#1 Rated High Performance VPS Webhosting

If you’re ready to step up into the high-performance world of low-cost virtual private server (VPS) Webhosting, then you must try Cloudways. Site speed is critical to search engine optimization, site bounce rate and the overall site user’s experience. Cloudways uses world-class cloud platforms like AWS, Google, Digital Ocean and VULTR. If you want the best, try Cloudways.

Try Cloudways

#1 Rated Compliance Solution For Small Business

Need compliance solutions, but don’t want to spend thousands on legal fees? Termly’s compliance suite can help you stay up to date and compliant with privacy laws like the GDPR, CCPA, ePrivacy Regulation, and more — for FREE. It is so important today with regulations and compliance for you to get your online presence up and running the right way with Termly.

Try Termly

#1 Rated Cloud Based Business Productivity Platform

Google’s Workspace cloud-based business productivity solutions are the industry gold standard. I use this amazing suite of applications to run my business and strongly recommend them to anyone. This includes mobile apps, web apps, cloud storage, calendar and more. Now that you have a domain, put it to work on the best email platform on the market, Gmail.

Try Google Workspace

#1 Rated For Brilliant Writing

You typically only get that one shot for a first impression in business and in life. The last thing you want to do is send out a poorly written email or publish a poorly written article. Grammarly is the tool that you can use to help you check and improve your spelling, grammar, punctuation, tone adjustments, word choice and so much more. Try Grammarly for free today!

Try Grammarly

#1 Rated For Email Marketing

Convertkit is a company founded by content creators for content creators. Their simple to use suite of tools, from landing pages, forms and email marketing are allow anyone to get off the ground quickly to build that email list and close those leads. They even offer a free tier to start that has a lot of powerful features, so give it a try today. I highly recommend Convertkit.

Try ConvertKit

#1 Rated Freelance Market Place

Fiverr is the best platform for you to either market your passion to get that side hustle off the ground and of course, it is amazing if you’re looking to hire a freelancer to do almost anything from logo design to content creation. Whether you’re looking to make money off a skill you have or you need to sub out some work, I highly recommend Fiverr to anyone.

Try Fiverr

#1 Rated Starter Online Course Platform

Skillshare is an online learning community with thousands of classes for creative & curious people, on topics including illustration, design, photography, video, freelancing, and more. Millions of members come together to find inspiration & take the next step in their creative journey. Create an online course & start earning passive income today!

Try Skillshare

#1 Rated To Build Your Online Course Brand

Join the more than 100,000 creators who use Teachable to share their knowledge. Easily create an online course or coaching business with their powerful yet simple all-in-one platform. This is my number 1 recommended online course platform for you to build your own brand all while choosing the price and experience for your community.

Try Teachable

#1 Rated Free Online Design Software

The easiest way for you to create content for your business. Canva makes it easy with thousands of templates to choose from. Use Canva’s drag-and-drop feature and layouts to design, share and print business cards, logos, presentations, social media artwork and so much more. Join over 200k+ companies that are already using Canva today with a free account.

Try Canva

#1 Rated Collaboration Platform

Run projects and workflows with confidence. Hit the ground running with ready-made templates and drag-and-drop building blocks. Get your team remote-ready in minutes. Real-Time Data Sync. Fully Customizable. Highly Secure. Collaborate Online. Cloud-Based Platform. All-In-One Solution. Teams of All Sizes. 14-Day Free Trial.

Try Monday

#1 Rated For Business Banking

Try Novo

#1 Rated Loan & Refinancing Platform

SuperMoney is an online financial comparison platform that helps you quickly and easily find the loan that is best for you. Superpower your finances with friendly advice for business, student, auto loans, refinancing, debt consolidation and so much more. If you’re looking to save money and time on your next loan, then you have to try Supermoney today.

Try SuperMoney

#1 Rated Employee Software Management Platform

Homebase is the easiest way to track hours, schedule your team, and hire—for free! They build modern software for local businesses and their employees. On computers, smartphones, tablets, and POS, Homebase works everywhere you do. Homebase integrates with your tools, sync with top payroll and POS providers, to track hours, wages, and sales together.

Try Homebase

#1 Rated Payroll & Human Resources Solutions

Simply the best payroll software for small business. Gusto is a company that provides cloud-based payroll, benefits and human resource management software for businesses. Sign up & make payroll a breeze. 4 out of 5 customers reduce payroll errors after switching to Gusto. If you’re looking for payroll software for your startup, try Gusto.

Try Gusto

#1 Rated Online Business Legal Service

Incfile makes incorporating a company as easy as possible, so you can focus on the important things. Beyond free LLC filing, they have a full suite of startup services, which means Incfile not only helps you get started but supports you in your continued success as your one-stop-shop. So for all of your legal business needs check out Incfile today.

Try Incfile

#1 Rated For Business Insurance

How much will my business insurance cost? What insurance coverage does my small business need? Visit Embroker and get a free quote in just a minute! I can’t speak highly enough about their robust services and business insurance offerings. They make the business insurance and purchasing process fast and simple. Try Embroker for your business.

Try Embroker

#1 Rated Accounting Software

Try QuickBooks

#1 Rated Tax Software

Try TurboTax

Insurance

#1 Rated For Home, Renters Auto Insurance & More

Try Gabi

#1 Rated For Life Insurance

Life insurance should adjust as your needs change – as your children grow up, retirement nears and savings build, your life insurance should change, too. Everyday Life is the only online life insurance provider with plans that automatically and adjusts as your needs change. Approval could is just a few minutes away. Apply for life insurance today with Everyday Life

Try Everyday Life

#1 Rated For Travel Insurance

Travelex is intent on being the best in the eyes of its customers as they travel and explore the world safely. First, by providing the best travel protection in the world while remaining true to the company’s Midwestern values. Second, by aiming to make traveling easier, better and safer for customers through innovative, highly personalized protection products and services.

Try Travelex

#1 Rated For Health Savings Accounts

100% free health savings accounts for individual and families. Their modern HSA platform helps you maximize your health care savings! Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today. Whether you’re an employer or an individual, Lively offers a simple to use HSA platform for you. Try Lively today.

Try Lively

#1 Rated For Pet Insurance

Whether you’re concerned with a costly illness or just want the financial peace of mind for any unexpected veterinary visits you might face, Pets Best offers pet insurance plans for accidents and illnesses with annual deductibles and an unlimited coverage option. These plans also come with the shortest waiting periods in the industry. Click the link below for a quote today.