Below you’ll find Louis’s recommended list of personal finance resources.
Debt Management
Portfolio Management
Where to Open an IRA
Charles Schwab / Intelligent Portfolios
Need help? Schedule a call with Louis
Retirement Calculators
Financial Mentor’s Ultimate Retirement Calculator
Alternative Investment
LendingClub (We both receive a $50 bonus if you open an account and make an initial investment of $10,000 or more.)
Brokers
TradeKing – (We both receive a $100 bonus if you open a new non-retirement accounts, fund it with $3,000 and then place 3 trades within 90 days.)
Budget Programs
A Spreadsheet – Excel or Google Sheets.
Credit Scores and Cards
Credit Karma (I am a contributing writer for Credit Karma)
NerdWallet’s Credit Card Finder
Books
OR – Too many to list here – find reviews and recommendations for personal finance books here.
Where to Learn More (for Free)
Other
*Disclosure: Some of the links below are affiliate links and earn a commission if you decide to purchase or use the product or service. However, I only include resources that I’ve personally used or have been recommended by people I trust. There is no additional cost to you, in fact often you’ll receive extra features if you’ve been referred.