Click the topics below to peruse this selection of some of our favorite resources, from tried-and-true classics to new up-and-comers. 

Books | FreebiesAccount Aggregation | Savings | Loans/Mortgages Credit | Calculators | Retail Discounts


Total Money Makeover

I have personally recommended this book to several of my friends and family who want a no nonsense, no jargon, start-from-scratch money course. His Southern, Christian preacher, in-your-face style may not be for everyone, but it’s effective. Credit to him for making personal finance accessible to the masses and really taking head on the single thing that prevents people from reaching their financial goals: Debt.

The Millionaire Next Door

This is a classic book that really demystifies the difference between being rich and being wealthy (net worth > $1 million). This book is part social science research and part how-to on suggestions on achieving real wealth. The best thing about the book is highlighting how much we get wrong about people with real wealth. They’re not flashy with expensive cars and oversized homes, the vast majority of millionaires are regular frugal people that buy used cars and keep them until the wheels fall off!

Rich Dad, Poor Dad

This is another classic and while I am not personally a fan of the author or his views on real estate investing, this book was foundational in understanding the difference in mentality between the middle class and wealthy. It’s written in an engaging story format to illustrate the difference the advice between his highly educated, but fiscally irresponsible father and his high school dropout, millionaire mentor.

Think and Grow Rich

Originally published in 1937, despite the title this book is more about abundance and creating a rich life, more than material wealth. A foundational text of the self-help/motivational category, this is one of those books you read every two to three years and get more out of each time.

Automatic Millionaire

While I am not a fan of the title and generally skeptical of anything that sounds like a ‘get rich quick scheme’ I think the author makes a strong case in this book about three extremely important principles in achieving wealth: Pay yourself first, automate your savings and the power of compound interest.


Baby On The Way! Maternity Financial Checklist
Thinking about having a child? Expecting? This FREE checklist is full of to-do’s and resources to help you plan and prepare financially for your new arrival.

Conquer Your 401(k): 9 Questions to Ask Your 401k Provider
This FREE guide is designed to help you understand your 401k better and ask the right questions to make sure your 401k is in great shape.

Give Yourself A Raise: Maximizing Your Employee Benefits
Employees are leaving thousands of dollars each year in unused benefits. This FREE guide is designed to help you maximize the employee benefits you’ve earned.

Account Aggregation

The go-to free tool to have all accounts in one place, automatically calculate your net worth and help you with your budgeting.  The mobile app and website are user-friendly and fairly decent at categorizing your transactions automatically.

Personal Capital (if you have brokerage accounts)
Much like, but can also manage your brokerage accounts also. biggest weakness is how it handles investment accounts and that’s Personal Capital’s strength.


Barclays Online Savings 
No monthly maintenance fees, no minimums, easy to transfer funds from other banks

Ally Bank 
No monthly maintenance fees, no minimums, easy to transfer funds from other banks

Capital One 360 Savings
No monthly maintenance fees, no minimums, easy to transfer funds from other banks, account nicknames


SoFi Student Loan Refinancing
A lender with a heart and a soul, SoFi’s model is different from traditional banks and the evil that is SallieMae. They offer great rates to refinance student loans and will even pause your loan payment and assist with job searches if you lose your job. They also offer personal loans and mortgages.

NACA Mortgage
The Neighborhood Assistance Corporation of America was on the front lines helping people deal with mortgages during the Great Recession of 2008. They’re an advocacy group primarily, but used the large settlements from suing subprime mortgage lenders to offer one of the best mortgage products in the industry. It’s a very involved underwriting process, but their success rate getting and keeping people in their homes is impressive.

Credit Report & Score

Credit Karma
Simple, free tool both on the web and mobile app to get your credit score updated weekly. It will not impact your credit and allows you to track progress over time.
We’re entitled to one free annual credit report from each of the three major bureaus. Set your calendar so that you review one report every 4 months (i.e. Jan – Transunion, May – Equifax, Sep – Experian).

Retail Savings

Honey automatically inserts coupon codes for you based upon known discount codes. Think of an automatic RetailMeNot when shopping online. It’s free and can save you hundreds.

Retail Me Not
Never shop online without checking Retail Me Not first. Always double check coupon codes, it may cost you some extra time to try multiple coupon codes, but the savings are typically worth it.


Amortization Calculator
Amortization is a fancy word for a loan payment schedule. Use prior to taking out a mortgage to understand the monthly payment broken down by principal and interest for each payment and overall.

Auto Loan Calculator
Same amortization schedule as previously described, but for cars.

Note: Please avoid auto loans!

Credit Card Payoff Calculator
Simple payoff calculator based on the rate and either how much you can pay each more or your goal payoff date. – 401(k) Fee Analyzer
Are your 401k returns getting eaten up with fees? Find out how much you are paying in both investment and administration fees in your 401k and how that compares.

If you have favorite resources you would highly recommend that are not on the list, click below to let us know!