Tools & Resources

Free calculators and expert-approved tools to help you manage and grow your money

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Investing

Bond Calculator

Calculate bond yields and returns

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Compound Interest Calculator

See how your money grows over time

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Dividend Income Calculator

Project passive income from dividend stocks

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EPS Calculator

Calculate earnings per share

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P/E Ratio Calculator

Evaluate stock valuations

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ROI Calculator

Measure return on investment

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Budgeting

Spending Plan & Balance Sheet

Track income and expenses

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Credit Card Repayment Calculator

Plan your debt payoff strategy

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Car Payment Calculator

Calculate monthly car payments

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Real Estate

Advanced Mortgage Calculator

Detailed mortgage calculations with amortization

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Simple Mortgage Calculator

Quick monthly payment estimates

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Mortgage Best Practices

Essential checklist for getting and managing your mortgage

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Should You Refinance?

Calculate if refinancing makes financial sense

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Rent vs Buy Calculator

Compare the total cost of renting vs buying

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Home Buying Readiness Quiz

Are you ready to buy a home?

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Insurance

Disability Insurance Calculator

Calculate income protection needs

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Life Insurance Calculator

Determine your coverage needs

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Long-Term Care Insurance Guide

Protect yourself from catastrophic care costs

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Wills & Estate

Estate Tax Calculator

Estimate potential estate taxes

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TOD/POD Checklist

Transfer on Death & Payable on Death designations guide

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Lawyer vs DIY Quiz

Should you hire a lawyer for your will?

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Retirement

Net Worth Calculator

Calculate your total net worth

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Savings & Investments Calculator

Project your retirement savings

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4% Rule Calculator

Calculate safe retirement withdrawal rates

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Recommended Money Tools

Expert-approved platforms and services to help you manage and grow your wealth

Best Money Tools

Investing App

Acorns

If you're a beginner or just like low maintenance investing, start with Acorns and invest in the background of life.

Visit Acorns
Stock Trading

Benzinga PRO

A streaming platform with all the information you need to invest smarter.

Visit Benzinga PRO
Wealth Tracker

Kubera

Track your current net worth, compare it with the past, and see where it's going. Designed for the new age investor.

Visit Kubera
Brokerage

Public

Investing for everyone. Build your portfolio with stocks, ETFs, crypto, and more - all commission-free.

Visit Public
Retirement Planning

Trust & Will

Whether creating your estate plan or settling someone else's, our easy-to-use products are designed to help you rest assured.

Visit Trust & Will
Gold Investment

Vaulted

Buying and securing gold and silver has never been more simple, affordable, or transparent.

Visit Vaulted

Best Business Tools

Accounting Software

FreshBooks

Accounting software built for business owners and accountants.

Visit FreshBooks
Project Management

Notion

Notion is the connected workspace where better, faster work happens. Now with AI.

Visit Notion
Property Management

TurboTenant

Rental software for landlords to streamline their rental process.

Visit TurboTenant

Online Security

Password Protection

LastPass

Prepare for a passwordless future by embracing pervasive password management today.

Visit LastPass
Safe Browsing

NordVPN

Protect all aspects of your digital life at all times.

Visit NordVPN

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