My 2023 Financial Accounts

I only use this for the retirement account. They match 1% of the funds you add to the account. Which means if you max out the account at $6,500 they will be putting in $65 in 2023.

Lowest fees. Easiest to use and they have the most investment options for an HSA account. Many of the other HSA providers charge high fees.

My work match up to 3% I believe so I do not really have a choice with this account.

They really are not that bad, they just charge fees, which add up over time, for using the account like so many other 401k providers.

I opened this account because they were giving away crypto if you took mini classes, so I still have a crypto portfolio of random coins. Of course right now it is getting killed, but maybe this is a good time to be buying up crypto to hold for the long run.

You can open an investment account under your business name.

This is my primary stock investment account. You create a 'pie' of stocks and then add money on a regular basis. No fees. Great software.

This is where I keep my emergency savings.

Love this one.

You add money and then you choose people around the world that you want to lend money to. And then people pay back the loans with interest and you relend. Over time you can really lend more and more.

Great cause. Great use of money.

Peer to peer transactions

This is the best place to track my net worth.

Not the greatest organization. But I have had them forever and they do have a good number of banking services.

The best budgeting software