A Roundup of Favorite Tools & Resources


Mint is our favorite expense-tracking and account aggregation tool.


NerdWallet offers great content on a variety of personal finance topics including helpful reviews of the best savings accounts, credit cards, and robo-advisors.

student loan hero

Student Loan Hero has excellent content on all things student loan related. 


Betterment is our top pick for those interested in outsourcing investment management to a robo-advisor.


Daughterhood's mission is to support and build confidence in women who are managing their parents' care. 

capitalone 360

Capital One 360 consistently offers great customer service and online banking solutions.


LLIS collaborates with fee-only advisors to find the right solutions for life and long-term disability insurance. You can request quotes through their website. 


Everplans provides great content and resources around estate planning. 

Utah's 529 College Savings Plan

If your state doesn't offer a state income tax deduction for 529 contributions, consider an account with UESP.

New York's Direct 529 College Savings Plan

New Yorkers, I recommend you open 529 accounts with NY Saves.


A great resource for researching and reviewing any state's 529 savings plan. Also, search our blog for even more great college savings resources