
Tools I Use
Below is a categorized list of the tools I personally use to manage my finances — organized by investing, budgeting, and taxes, with more categories coming as I find tools worth recommending. If you decide to use any of them, signing up through these links often earns a bonus or reward for both of us at no extra cost to you.
Investing & Brokerage

Robinhood is an intuitive platform with a nice user interface that allows you to invest with as little as $1. It also offers a Roth IRA contribution match.
Budgeting

YNAB is the most powerful budgeting app I’ve come across. It links to your accounts to import transactions, allows target setting, ensures you don’t overspend, allows for quick rebalancing, and more.
Tax Filing

TurboTax is an efficient way to file your taxes accurately from the comfort of your own home.
More Tools Coming Soon
I’m always testing new tools for net worth tracking, kids’ investing accounts, and more. Check back here as I add to this list.
