Betterment / Investing & Saving with Personalized Investment Advice
- Betterment is a Robo-advisor helping you manage your money with guided investing, cash management, and retirement planning.
- No account minimums and low management fee.
Trim Financial Assistant to Save Money Easily
- Trim is a personal finance assistant that automates ways to save you money by analyzing accounts for recurring subscriptions, negotiate cable bills and finds better car insurance rates, and more.
- Free basic service offering: spending analysis, recommendation, and cancellations.
- Upgraded pay-per-service offering: financial coaching, cable bill, and credit card rate negotiations.
Google Fi Wireless Service and Phone Plan
- Google Fi is a wireless phone serviced from Google using optimizing Wifi networks.
- Service uses the T-Mobile and US Cellular network for optimal coverage.
- $20 per month for talk and text
- Pay for only the data you use, $10 per 1 GB, no additional data charges after 6GB.
- No activation fees and no contracts.
Wealthsimple Invest / Robo-advisor for Canadian Residents
- Wealthsimple Invest helps you align your values with socially responsible investments through diversified and low-cost ETFs.
- No minimum balance, Robo-advice, and access to financial advisors.
- For Canadian residents.
Fastweb Scholarships for College
- Fastweb is a free service to find scholarships to pay for college.
- Easily discover scholarships, internships, colleges, and more.
- Create your student profile, match to scholarships, and complete the applications.
Chegg Scholarships / Search 25,000+ Scholarships
- Chegg Scholarship is a free service enabling you to search over 25,000 scholarship opportunities online.
- Easily create a profile and get matches based on your preferences and settings.
Personal Capital / Budgeting and Money Management
- Personal Capital budget app is a personal finance management tool allowing you to connect external financial accounts for a comprehensive view of your money in one place.
- Creates summaries of your spending, net worth, and investment portfolio.
- Free service with no upgrade or purchase requirements.
Personal Capital / Wealth Management and Human Advisors
- Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
- Get a free analysis of your investments and speak with an advisor.
Wealthfront / Robo-Advisor and Holistic Approach to Investments
- Wealthfront Invest Robo-advisor helps you do less and earn more using tech to manage investments to achieve your financial goals.
- Minimum $500. Low management fee.
Mint Budget Tracker and Planner
- Mint is a free budgeting and financial tracking app helping you see your overall financial picture and make better decisions.
- See everything in one place – from balances and bills to your credit score and more.
- Automatically updates and categorizes your information from your bank accounts and credit cards to retirement accounts and more.
- Get product recommendations that could help save you the most based on your lifestyle and goals.
LendKey Private Student Loans / Credit Unions & Community Banks
- LendKey private student loans are offered through partner credit unions and community banks.
- Compare fixed and variable rate loans with flexible terms from multiple lenders in one platform.
- No origination fees, no application fees, and no prepayment penalties.
Blooom / 401(k) and IRA Analysis and Optimization
- Blooom helps you optimize and manage your employer-sponsored retirement plans no matter where you work or where the plan is held.
- Analysis of 401k, 403b, and IRAs for performance insights, asset allocation, and fund fees.
FutureAdvisor Online Financial Advisor and Investing Advice
- FutureAdvisor is an online investment robo-advisor that automatically manages your investments.
- Manage investments holistically by linking external accounts to ensure each account’s benefits (tax deferrals or flexible investment options) are maximized.
You Need A Budget (YNAB) Zero-Based Budgeting
- YNAB is zero-based budgeting and will help you break the paycheck to paycheck cycle, get out of debt, and save more money.
- Rule No. 1 of You Need a Budget tool is to “give every dollar a job.”
- On average, new users save $600 in the first two months and more than $6,000 in the first year. Try it free for 30 days.
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