Here are some of my favorite personal resources

  • After the Mint app shut down I needed to find a new resource that could help me keep track of my spending, savings and investments all in once place. That’s why I use Quicken Simplifi which only costs $2.99/ month or $35.88 / yr. Not a bad price if you’re looking for convenience.

  • I switched from high-yield savings accounts because I wanted my savings and investments all in one place. That’s why I use a cash management account with Fidelity Investments - it’s a great alternative to a high-yield savings account and it’s FDIC insured.

  • When I started investing I was looking for an easy platform to use - Fidelity Investments offers several different vehicles of investments. That’s why I use their Crypto and Roth IRA accounts to invest my dollars.

    Alternatively, I use Charles Schwab for my brokerage account, which is just as great as Fidelity Investments, but I can invest my American Express Rewards points into this account.

  • I love getting rewards for the purchases I make. That’s why I use Rakuten an online shopping portal that gives me cash back when I use it to shop at select retailers.