Thanks for stopping by. This is the list of things I use to manage my money. Books about money that I love. And much more. Have a question about something? Drop me a note and I will get back to you!
** Some of these links are affiliate links. This means I may get a bit of money if you buy from them. This does not cost you extra money. I also do not recommend something that I have not already tried or done extensive research on. All Amazon Links are affiliate links. Please let me know if you ever have any questions.***
Money Management Tools
I have been using Quicken since 1997. I have tried others along the way, but never find anything as good. It can take you from just starting out to doing advanced investing techniques. I use this not only to manage account reconciliation but also for budgeting and some tax planning. I currently use the Premier version.
Why am I listing this? Because I use it. A Lot! Over the years I have created tracking and calculation spreadsheets for various purposes. I have three that I use regularly. A broad overview one where I track things like goals, yearly reviews and more. An investing specific one where I have formulas, rules and performance metrics. Finally a retirement savings one to track withdraws, conversions and contributions. This helps keep me clear on what I can use on my FIRE journey and when. (I have a video on what you need to be aware of with FIRE and your retirement accounts.)
Money Books I Love
I love to read, it is one of my favorite ways to learn. Here are some of my favorites.
But first my book! This is a quick read on how to teach your young kids about money. Little Kids Big Money
Beginners Books for Money Management
Investing Tools & Resources
This is what I am currently using for investing research and management.
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