The following are a list of recommended tools and resources that I use to help stay organized with my money and blog. Please note that these links help support the blog.
If you have any additional tools and resources that you use and would like to recommend them, please don’t hesitate to contact me. I’m always looking to improve.
If you have any questions about any of the items on my list, please reach out as well.
These two books help us get started on our debt free journey and help us accomplish our goal of paying off $109,000 worth of debt. These are two books I regular gift and when asked for a book recommendation, these are always my top two.
The Millionaire Next Door: The Surprising Secrets of America’s Wealthy – by Stanley & Danko
Besides Microsoft Excel, these are the tools I use to help keep our money and savings organized.
Personal Capital – Is a free wealth management tool which allows you to aggregate all of your accounts in one place. I really like having one place to aggregate all my accounts on a single dashboard. Super easy to use and offers a number of free tools to help keep your finances organized.
SoFi – Need to lower an interest rate? If you do you can pick up a $100 bonus when you refinance student, parent PLUS loans or take out a personal loan. SoFi is super customer friendly. Check out their member stories for first-hand accounts of others success with SoFi.
Ibotta – I saved $30 in the first month using Ibotta. It’s an app you use to scan offer before or after you shop, once you complete a transaction you scan your receipt and collect rebates. New users received a $10 welcome bonus.
Rize is a saving tool that gives you the ability to save for goals you set that add value in your life, like retirement, a vacation, or a future purchase. You can have multiple savings goals at once which all help you start building a saving habit and separate this behavior from spending. Rize is currently offering 1.16% APY* on your savings, that’s 19 times the national average for savings accounts.
Stockpile – Stockpile lets you buy fractional shares of over 1,000 stocks and ETFs. It’s Free to sign up, cost 99¢ per trades, and has no monthly fees. They also offer gift cards for various stocks. It’s a tool I’m using to help my three children get started with investing. If you use this link you get a $5 bonus just for signing up.
EvoShare – is a company that enables you to save for your retirement or reduces your student debt by simply doing your daily shopping. As online shopping continues to grow each and every day this platform could influence your finances invaluable ways for years to come.
The Financial Gym – Founder Shannon McLay is a friend and her goal is to help anyone in need. You can visit her Financial Gym location in New York City, or soon on Long Island, or her team can meet with your virtually to get your finances on the right track.
Broke, Busted, and Disgusted – A great documentary film that all high school students and their parents should watch if they are planning on going to college.
I would not recommend a credit card unless you are debt free and can use the card responsibly. By responsibly I mean paying off in full each month, and living within your means. Credit Cards were the main reason we got into debt.
We use the Southwest Airlines Rapid Rewards Visa from Chase and have accumulated travel rewards and have saved thousands of dollars on travel costs.
Board Booster – is a pin scheduling tool that helps manage Pinterest accounts by automatically spreading new pins over ideal pinning hours, creating secret boards, and in general, makes Pinterest much easier to manage.
Social Warfare – A WordPress plugin that adds social share buttons and formats photos for the varies social media platforms. This plugin makes it super easy to share your content.
This page contains affiliate links. If you use them, the blog makes a little bit of money.