Tools We Recommend
We've tested and vetted these products to help you file taxes, invest wisely, and grow your wealth.
📄 Tax Filing Software
TurboTax
The most popular tax software with step-by-step guidance for all tax situations.
- Easy interview format
- Automatic import
- Audit support
H&R Block
Trusted tax software with in-person support options at local offices.
- In-person support
- Free edition available
- Max refund guarantee
TaxAct
Affordable tax filing with professional accuracy at a lower price.
- Lower cost
- Simple interface
- Accuracy guarantee
📈 Investment Platforms
Fidelity
Zero-fee investing with excellent research tools and retirement planning.
- $0 commission trades
- Zero expense ratio funds
- Retirement planning
Vanguard
Low-cost index funds perfect for long-term retirement investing.
- Lowest expense ratios
- Index fund pioneer
- Retirement focus
Betterment
Automated investing (robo-advisor) with tax-loss harvesting included.
- Automated investing
- Tax-loss harvesting
- Easy setup
🏦 High-Yield Savings
Marcus by Goldman Sachs
High-yield savings account with no fees and competitive interest rates.
- High yield savings
- No minimum deposit
- No fees
Ally Bank
Full-service online bank with high yields and excellent customer service.
- No monthly fees
- 24/7 support
- Full banking suite
Affiliate Disclosure
Some of the links on this page are affiliate links, meaning we may earn a commission if you click through and make a purchase or sign up for a service. This comes at no additional cost to you. We only recommend products and services that we have personally used or thoroughly researched and believe will add value to our readers. Your trust is our priority, and we strive to provide honest, unbiased recommendations.