One of the hardest parts of the personal finance journey is not only knowing where to start, but also knowing where you’re going.
Personal Capital is web-based personal finance software focused on net worth and retirement. I like to use it for seeing the big picture.
This has officially become one of my foundational personal finance texts.
A little book series by CPA Mike Piper that has been helpful in understanding personal finance fundamentals.
My go-to site for reviews on banks, loans, investments, and all things financial products.
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).
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.
If you can get into good budget and savings habits then cash back cards can give you 1-5% back on everyday spending.
There are five documents you need for when you kick the bucket.
Explore maximizing your philanthropic impact and the tax advantages, including an immediate tax deduction, of giving with a donor-advised fund.
My favorite site for retirement and investing accounts.
A book about how to invest long-term for financial independence. No gimmicks or get rich quick schemes.
Looking to get into the right mindset regarding your finances? Start with this book.
Our family finances revolve around a key piece of software: You Need a Budget.
A faith-based nine week course designed to help people take control of their financial lives.