Money

Personal Capital

Personal Capital

Personal Capital is web-based personal finance software focused on net worth and retirement. I like to use it for seeing the big picture.

Finances Made Simple

Finances Made Simple

A little book series by CPA Mike Piper that has been helpful in understanding personal finance fundamentals.

Maximize Your Tax Deductions

Maximize Your Tax Deductions

Taxes take some time to understand, but once you do you’ll keep a lot more of your income (so you can give it away or save it).

Health Savings Account

Health Savings Account

It can sound scary but an HSA has a ton of advantages if you take the time to learn about all they have to offer.

Cash Back Credit Cards

Cash Back Credit Cards

If you can get into good budget and savings habits then cash back cards can give you 1-5% back on everyday spending.

Give Money Away

Give Money Away

Explore maximizing your philanthropic impact and the tax advantages, including an immediate tax deduction, of giving with a donor-advised fund.

Betterment

Betterment

My favorite site for retirement and investing accounts.

You Need a Budget

You Need a Budget

Our family finances revolve around a key piece of software: You Need a Budget.