Carefully curated platforms, tools, and resources to support every stage of your financial journey. I only recommend what I believe in.
Where to open accounts and start building your portfolio.
The index fund pioneer
The home of low-cost index investing. Vanguard's unique investor-owned structure means funds are run at-cost for shareholders. If you believe in buy-and-hold index investing, this is where you belong.
Best for: Buy-and-hold index investors
Open an Account →Best for most investors
A full-service brokerage with no account minimums, commission-free trading, excellent research, and outstanding customer service. Makes complex processes like backdoor Roth conversions simple.
Best for: All-around investing, retirement accounts
Open an Account →Full-service powerhouse
A trusted name in investing with excellent research, banking integration, and now combined with TD Ameritrade's powerful trading tools. Great for those who want everything in one place.
Best for: Full-service needs, active traders
Open an Account →Software to project your path and track your progress.
Comprehensive retirement planning
The most thorough retirement planning software available. Model Social Security strategies, healthcare costs, tax scenarios, and more. Formerly NewRetirement.
Best for: Serious retirement planning
Try Free →Free financial dashboard
Link all your accounts to see your complete financial picture. Includes retirement planner, fee analyzer, and investment checkup. Formerly Personal Capital.
Best for: Tracking net worth, seeing the big picture
Get Started Free →Backtest your strategy
Powerful tool for backtesting asset allocations, analyzing portfolio performance, and understanding risk/return tradeoffs through historical data.
Best for: Data-driven investors
Try Free →Compare products and make informed financial decisions.
529 plan comparisons
Comprehensive 529 plan comparisons across all 50 states. Evaluate fees, investment options, and state tax benefits to find the best plan for your family.
Best for: Parents researching 529 plans
Compare Plans →Insurance comparison
Compare life insurance quotes from multiple carriers in one place. Unbiased comparison shopping for term life, disability, and other insurance products.
Best for: Shopping for life insurance
Get Quotes →Calculators and comparisons
Comprehensive financial calculators for mortgages, savings, retirement, and more. Useful for modeling different scenarios before making decisions.
Best for: Running the numbers
Use Calculators →Trusted sources for ongoing financial news and education.
Magazine & Newsletter
Trusted source for practical personal finance advice since 1947. Covers investing, taxes, retirement, and more with a straightforward approach.
Best for: Comprehensive coverage
Visit Site →Weekly Financial Publication
In-depth market analysis, stock picks, and investment ideas from experienced financial journalists. A trusted voice for serious investors since 1921.
Best for: Serious investors, market analysis
Visit Site →Financial News
Market news and personal finance coverage. Good for staying informed on economic trends without the sensationalism.
Best for: Market news, economic trends
Visit Site →The books that shaped my financial philosophy, organized by life stage.
Timeless lessons on wealth, greed, and happiness. Why behavior matters more than knowledge.
View on Amazon →The original wealth mindset book. Distills lessons from 500 successful people into principles that still resonate nearly a century later.
View on Amazon →Ancient wisdom through parables. Simple rules like "pay yourself first" presented as timeless stories from Babylon.
View on Amazon →Transforms how you think about money and life energy. The foundation for financial independence.
View on Amazon →The definitive case for index funds from Vanguard's founder. Bogle's philosophy in his own words.
View on Amazon →Research-based look at how ordinary people build extraordinary wealth. Spoiler: it's not flashy.
View on Amazon →The essential guide to building wealth through index investing. Written as letters to his daughter.
View on Amazon →A practical 6-week program for banking, saving, budgeting, and investing. No-nonsense advice.
View on Amazon →The definitive guide to the debt snowball method. Great for getting out of debt fast.
View on Amazon →Optimize your life, not just your wealth. Challenges conventional wisdom about endless accumulation.
View on Amazon →Master the theory, history, psychology, and business of investing. A deeper dive for serious investors.
View on Amazon →The collective wisdom of the Bogleheads community. Covers the essentials of low-cost, long-term investing in plain language.
View on Amazon →Cut through the confusion with clear frameworks for calculating your retirement number.
View on Amazon →Rethink retirement as a life transition, not just a financial event. Purpose matters as much as portfolio.
View on Amazon →Navigate the complex world of Social Security benefits. Maximize what you've earned.
View on Amazon →Permission to enjoy your wealth. Life is about experiences, not dying with the biggest balance.
View on Amazon →Academic rigor meets practical advice on sustainable withdrawal strategies.
View on Amazon →The Bogleheads' wisdom on making your money last through decades of retirement.
View on Amazon →