Top Money Tools I Use

Get ahead of the money that you currently have. Track what goes out and plan for what is going to happen in the future.

The best budgeting software out there.

Roth or Traditional IRA investing.

Create your pie of investments and the software allocates the money where it needs to go.

Do not for get Uncle Sam, because he does not forget you. Make sure you file your taxes every year for yourself and your business.

Taxable brokerage account. Best for buying and selling individual stocks. Also good for options trading.

HSA or stock brokerage.

Great for research, buying individual stocks and stocks over the counter. Low fees.

Low fee index investing.

Track all of your different investment portfolio values.

Personal, Savings and Business cash accounts.

All the different credit card accounts needed.

Run your numbers and stay motivated to keep investing.

Always get a copy of your credit report to keep on top of any fraudulent transactions.