Resources
Welcome to the FinTech Freedom Resources page. I often get asked what tools and technology I use so I decided to put it all here in one place. I encourage you to bookmark this page as a curated list of the tools and resources I recommend for all of your personal finance needs.
Disclosure: There are some affiliate links below, but these are all services, products, and companies that I highly recommend. I will not put anything on this page that I have not verified and/or personally used.
BANKING & BUDGETING
Checkbook.io creates digital checks that look just like a check when you send them. Do you still utilize a checkbook? Do you put off putting a stamp on a letter and then bringing it down to the post office? The receiver of the check receives it by email where they either have the option to print the check or deposit it directly to their account online. I have an account for both my business as well as for personal use and love using it!
Fidelity's Brokerage and Cash Management Account
gets you convenient checking account features combined with all ATM fees reimbursed and all of the great features of being a Fidelity customer. You also have the ability to invest in what you want. No longer do you need a traditional brick and mortar bank to get all the benefits that you need from a bank plus more!
BLOGGING RESOURCES
Bluehost is what I use for all of my web hosting. Bluehost has an easy to use interface that anyone can easily use and understand along with 24-7 customer service support online and on the phone. In addition, they offer a number of backup options should anything ever go wrong!
FinCon is THE conference you want to attend if you are a personal finance influencer, content creator, or brand! This is the place to gather and I can assure you it is more than just a conference it is also a community! I attended my first FinCon in Orlando in 2018. The next FinCon will be in Washington, DC September 4th to the 7th 2019.
ESTATE PLANNING & LEGAL
Cake
is the place to digitally store and manage all of your most important documents for your end-of-life planning. Cake allows you to share your wishes with your loved ones and to create a plan for your passing which it less stressful during a difficult time. With so much of our life stored digitally, it is essential that a digital plan is put in place for you and your loved ones! Cake makes this process a piece of cake!
In Case Of Emergency Binder is the most comprehensive tool for organizing all of your important documents in one place. This printable binder is a step-by-step guide covering your personal and financial life. The binder covers everything from key personal documents, medical information, insurance details, and financial information. In addition, it will serve as a good reminder to examine your beneficiary information!
IDENTITY THEFT
1Password is my go-to password manager! Not only does 1Password manage all of my passwords for me in one place it also has a password generator feature which assures me that all of my passwords are both complex and unique. If you are reading this and utilize the same password for everything stop what you are doing right now and check out 1Password! You may not think you want or need it right now but I can guarantee that when you will it will already be too late!
Privacy
is able to create a unique debit card number for every single purchase you make online. No longer should you have to worry about your credit or debit card becoming compromised. Or, if your credit or debit card does get compromised the hassle of updating it everywhere is no longer an issue!
INVESTING
Personal Capital - This one is so good it could also go under investing but since I use it for budgeting as well I have decided to put it here under banking and budgeting. Personal Capital allows you to do everything from tracking your net worth, compiling all of your financial transactions, track your cash flow and monitor your investing with a suite of helpful tools.
Bumped gets you free stock in the items and brands you are already purchasing! We are always striving to help consumers take action in order to improve their personal financial situation! One of the best ways to secure your financial future is to invest in the stock market! So, instead of only consuming the things you love now you are an owner of the things you love!
Airbnb is another example of an amazing idea of innovation which has transformed the way many of us travel and vacation! Just another example of technology improving all of our lives! Now, whenever I am traveling Airbnb is the first resource I check out! This link will get you $40 off your first Airbnb stay!
PRODUCTIVITY RESOURCES
Dropbox is one of the tools I can honestly say that I am not sure what I would do without it! Dropbox is where I organize, store and share all of my documents. One of the many great features of Dropbox is that it automatically sinks all of my documents in the cloud across all of my devices instantaneously. It is similar to using Google Drive but is built into the ecosystem of my computer's file structure. And, it is free for the first 2 GB of storage!
Pocket enables you to save articles to read later. Pocket is useful within an RSS reader if you use one or simply as an app on your phone for when you don't have time to read an article you wish to read.
OkayRelax is the best service I have found for hiring personal assistants online effortlessly and at an affordable rate. With the incredible growth of the internet many of the tasks you now perform online for both personal and business use can be outsourced. With OkayRelax you save both time AND money!