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    Tax Preparation (8)

  • 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.
  • Wealthsimple Invest / Robo-advisor for Canadian Residents

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    • 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.
  • 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.
  • Blooom / 401(k) and IRA Analysis and Optimization

    Brand:Blooom
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    • 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.
  • Etsy Sell Your Handmade Items, Vintage and Craft Goods

    Etsy allows sellers to showcase their creativity and express their unique style through handmade or custom products. You can list and sell your creative goods, arts and crafts, and vintage products that are hard to find anywhere else to others.

  • Amazon FBA Business / Create an Online Store

    Brand:Amazon

    Fulfillment by Amazon (FBA) is a fulfillment service offered by the e-commerce giant that enables sellers to store their products in Amazon’s warehouses. FBA can help you scale your business and reach more customers.

    • Amazon picks, packs, ships, and provides customer service for these products.
  • eBay Seller / Start Selling Used or New Items

    eBay marketplace is where sellers can open an online store and list used and new items. Whether you want to make some extra cash, clear out unwanted items from around the house, or even start a business, it’s easy to start selling on eBay.

  • Acorns Later / Roth IRA and Traditional – Retirement Investing

    Brand:Acorns
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    • Acorns Later is a retirement account using an IRA, Roth IRA, and SEP IRA to save for your later years.
    • No minimum balance and get started investing for your retirement with $5.

    Promo: Get a $5 bonus after your 1st investment.

  • Webull IRA Traditional, Roth, and Rollover Retirement Accounts

    Brand:Webull
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    • Webull offers Traditional, Roth, and Rollover IRAs using the same robust trading platform offered in its general investing account.
    • Make zero-commission trades of stocks and ETFs with your retirement funds.
    • $0 minimum balance.

    Promotion: New account holders who open a brokerage account and make an initial deposit of $100 or more. Receive 2 FREE stocks valued up to $1850.

  • Titan Invest / Investment Manager for Hedge-Like Fund Strategy

    Brand:Titan
    • Titan Invest is a “hedge fund in your pocket” with a goal to deliver higher returns on your capital over the long term.
    • Start with a $100 minimum investment.
  • M1 Finance Roth IRA & Traditional / Retirement Pie Investing

    • M1 Finance offers Roth IRAs, Traditional IRAs, and SEP IRAs for your retirement planning.
    • Zero minimum. No commission fees.

    Promotion: Get up to $150 when you signup and deposit $1000 or more.

  • Printful / Start a Print-on-Demand Online Merch Store

    Brand:Printful

    Printful is a print-on-demand platform helping creators start online stores without inventory or upfront costs.

    • You can sell custom clothing, canvas prints, accessories, and home decor without having to print, warehouse, or ship the items yourself.
  • Betterment Retirement / Roth IRAs, Traditional and 401(k) Rollovers

    • Betterment Roth IRAs are tax-advantaged retirement accounts to help you save for your future.
    • No minimum balance requirements. Transparent management fee. Access to financial advisors.

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