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
Favorite tools and investment services (Sponsored):
Alpha Picks — Data Driven Stock Picks from Seeking Alpha. Join now to save $50.
Boldin — Spreadsheets are insufficient. Build financial confidence. (review)
ProjectionLab — Build financial plans you love. (review)
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.






