Personal Capital

I have been using Personal Capital for several years and I love their software. They continually add new features which allow me to track both my net worth and my portfolio’s performance.


Marcus by Goldman Sachs

Marcus by Goldman Sachs is a new kind of bank. At 1.8%, their online savings account has one of the highest interest rates in the country (90x higher than the national average!). Marcus also offers great rates on no-fee, fixed-rate loans from $3,500 to $40,000. In fact, NerdWallet named Marcus one of the Best Savings Accounts for 2018.


My all-time favorite investment app. Gone are the days of calling your broker (or even paying commissions on your trades). With Betterment, you get a ton of great features, including Automatic Deposit, Tax Loss Harvesting, Intelligent Portfolios, and a suite of financial calculators to ensure you’re on track to meet your financial goals. Their fees are very reasonable, and their algorithms allow you to automatically rebalance your portfolio, easily change your allocation, and more – all from your phone.

QuickBooks Self-Employed

If you’re self-employed, there’s no better way to track your expenses, estimated taxes, and the overall financial “health” of your business than QuickBooks Self-Employed. It can automatically track mileage every time you get in your car to drive, and with its Tinder-like “swipe” feature, it’s never been easier to categorize expenses as Business or Personal: just swipe left for business or right for personal. QuickBooks Self-Employed makes it easy to import your business deductions at tax time.


If you don’t want to pay a tax professional to prepare your taxes next year, try TurboTax. It integrates seamlessly with Mint and QuickBooks (they’re all made by Intuit), and if your income is under $62,000, you can file your Federal and State taxes for free. TurboTax offers a suite of helpful FAQs to common tax questions, and they even have tax professionals on hand to assist you if need a little extra help.


A close second to Betterment, Robinhood allows you to trade your own portfolio and easily buy stocks and index funds with zero commissions. That’s right: zero commissions. Free stock trading. Robinhood is unlike any other brokerage app out there – it’s faster, much simpler to use, and far easier to understand than most of their competitors. It can be addicting, though, so make sure you’re not trading too actively and racking up taxes.


Mint by Intuit is perhaps the most ubiquitous budgeting app out there, and for good reason. It’s made by Intuit (the same people who make TurboTax and QuickBooks), so there are a ton of people who use it, and it’s well-supported. Mint can help you track your monthly spending, get a quick check on your credit score, and even help you find offers for credit cards. These offers can get a little annoying at times, but the tools Mint offers are good. If you use QuickBooks or TurboTax, being in their ecosystem makes everything easier.


Whenever there’s something finance- or investment-related that I don’t yet fully have a handle on, I turn to Investopedia. Their financial “dictionary” provides a wealth of knowledge to all types of investors. Whether you’re a seasoned professional or just starting out, Investopedia makes key terms and ideas easy to understand. Remember, knowledge is power.

Retirement Calculator by Bankrate

The best retirement calculator I’ve found comes from Bankrate: it includes current age, yearly income, expected expense at retirement, wage increases, expected rates of return, inflation rates, and the like. It will give you not only totbal expected account balances at the end of your working life, but it also provides a helpful graphical representation of when you can expect your retirement funds to run out.

The Intelligent Investor

In my opinion, there’s no better finance column out there than The Intelligent Investor by Jason Zweig. Zweig has written a new column for The Wall Street Journal every Saturday since 2008, and his experience on Wall Street is invaluable if you want to understand how finance really works. In his column, Jason explores every aspect of personal finance, from investing to macroeconomic policies to taxes and nearly everything in between – all with a perspective that is accessible and a candor that is refreshing.

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