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.
myFICO 1 Bureau Monitoring / Get FICO Score
- myFICO 1-Bureau credit monitoring and FICO® Score alerts. Access the credit scores 90% of the top lenders use for mortgage, auto, and credit card lending.
- FICO® Scores and Experian credit report updates available monthly.
- 24×7 identity theft restoration and $1 million identity theft insurance.
- Monthly subscription service with multiple tiers available.
LendKey Student Loan Refinance / Credit Unions and Community Banks
- LendKey connects you with local banks and credit unions to refinance your student loans.
- Refinance both federal and private, including graduate loans, into one convenient loan.
- No origination fees. No application fees. No prepayment.
- Flexible repayment options, including fixed and variable rate loans with 5 to 20-year terms.
- Checking your rate does not affect your credit score.
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.
Self Credit Builder Loan / Establish and Improve Your Score
- Self Credit Builder Loan is an alternative to a secured credit card and helps to establish or strengthen your credit profile and can improve credit score.
- Save money each month while building your credit.
- Get access to a free credit score.
- Payments are reported to all 3 major credit bureaus.
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.
CreditRepair.com Get Help With Your Credit Report
- CreditRepair.com offers a three-step plan for checking, challenging, and changing your credit report.
- Keep an eye on your progress from anywhere through mobile apps for phones and tablets.
- Monthly subscription model with online tools to help clients track results and free access to your credit report summary.
Lexington Law / Legal Help to Fix Your Credit Report
- Lexington Law is a law firm offering credit repair services to improve credit profiles by identifying negative items hurting credit scores.
- Assists in the removal of questionable credit report items every single day.
- Join 500,000+ clients.
- Get started easily with a free consultation.
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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