Recommended
The recommendations below are products and services that I personally use or have vetted and endorse. If you have any questions about any of them, feel free to contact me. If you sign up or purchase some of these products I may be compensated at no additional cost to you. These referrals help to keep this blog running. I only endorse products and services that I would recommend to friends and family.
DIY Planning
Premium DIY financial planning for retirees with moderate to complex finances.
Review | Try it Free | Video
Modern and powerful DIY financial planning and modeling tools for next level plans.
Review | Try it Free | Video
Aggregated investment and spending tracking, plus casual DIY retirement planning.
Budgeting
Craig is a former IT professional who left his 19-year career to be a full-time finance writer. A DIY investor since 1995, he started Retire Before Dad in 2013 as a creative outlet to share his investment portfolios. Craig studied Finance at Michigan State University and lives in Northern Virginia with his wife and three children. Read more.
Favorite tools and investment services (Sponsored):
Boldin — Spreadsheets are insufficient. Build financial confidence. (review)
ProjectionLab — Build financial plans you love. (review)
Empower — Free net worth and portfolio tracking + retirement planning. User since 2015.
Sure Dividend — Research dividend stocks with free downloads (review):
- Dividend Kings — 50+ stocks that have increased dividends for 50+ years.
- Monthly Dividend Stocks — List of 70+ stocks that pay a dividend every month.
- Dividend Champions — 140+ stocks that have increased dividends for 25+ years.