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Financial Resources

Tools for your Financial Journey

Mint…

As with most of the programs/apps, Mint is a one-stop financial life-saver. They bring everything together in one place, including bank balances, bills, and even your credit score plus more.

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Personal Capital…

Personal Capital’s concept is to use their financial tools to provide deep insights on how you’re doing today so you can plan for tomorrow. Take the guesswork out of retirement. It helps you plan for your goals and possible “what ifs”.

Quicken

Quicken is an old favorite in the financial program arena. With this tool, you can connect all of your financial information. Another one-stop source for customizing your budget, managing debt and tracking savings and investment information, as well as tax information.

YNAB – You Need A Budget

YNAB has so much valuable information for your financial needs. Budgeting is their specialty with linking to your financial institutions for accuracy. You will see where your money is going in order to better manage it. A great tool!

Nerd Wallet

Nerd Wallet is a great resource chock full of financial information. Whatever you are in financial need of Nerd Wallet can offer comparisons and up to date information on the financial products.

Credit Karma

Credit Karma is known for providing your credit score from Experian and Transunion. You are able to see your credit report and dispute any issues that you may find. Credit Karma also suggest other financial or insurance offerings based on your credit history. Overall a great place to stay on top of your credit.

Bankrate

Bankrate is the go-to tool when looking for banking, interest rates , financial calculators and more.

The use of these tools will assist you in creating and utilizing a monthly and yearly household budget and so much more. You will see the difference when all your finances are in one place. It’s like night and day…you will get your financial sanity back!

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