Resources

    Consider this an all-in-one resource to everything finance.  We will add to it as we come across other great products and services we recommend.  Feel free to reference this page at any time and bookmark it for your convenience.

    Saving

    • Ally Bank – is an online bank with no monthly maintenance fees, no minimum deposit, and live 24/7 customer service.  It offers competitive interest rates for savings, money market and CDs.  Member FDIC.
    • ING Direct – is an online bank with no minimum deposit, no hidden fees or service charges and 24 hour access to accounts including its kids savings and business savings accounts.  Member FDIC.

    Checking/Debit

    • Citi Checking – offers up a variety of checking accounts with their own unique benefits and balance requirements.  With the help of Citibank you can manage your money virtually.  Member FDIC.
    • Perkstreet Financial - offers a debit card and online checking account that allows individuals to earn cash back.  Get rewarded for spending wisely and making better money decisions.  Member FDIC.

    Investing

    • Betterment – offers a fast and easy way for non-investment savvy people to start investing smart.  Set up a fully diversified portfolio in minutes based on your financial situation and goals.  Check out our Betterment review.
    • Scottrade – is a leading online brokerage firm that offers a full line of investment products, online trading platforms and market research tools.
    • ETrade – offers global financial service for millions of customers including retirement, trading, investing and banking services that provide innovative features to help customers manage their finances and make valuable investments.
    • TradeKing – an online broker offering low flat fees with no hidden costs or account minimums.  TradeKing features include powerful online equity, options and fixed income trading tools.
    • Optionshouse – an online stock and options broker that provides a professional trading platform with a flat rate commission structure for low-cost stock and options trades.
    • OptionsXpress – the most popular options trading site on the web.  OptionsXpress offers virtual trading, advice and brokerage services for the trading of stocks, bonds, options, futures, and ETFs with no base rate and no hidden fees.

    Research Tools

    • Zacks – is a premium service used by investors to  buy the best stocks, sell the worst, target the hottest sectors and more through Zacks Rank.  Since 1988 Zacks  #1 Rank Strong Buy stocks have averaged gains of +28% per year. That beats the average S&P 500 gain of only +9% during the same time period by THREE times!
    • Value Line - Warren Buffet calls Value Line, “An incredible value! I don’t know of another system that’s as good.” Outperforming the DOW by 18 to 1 over 41-years — we’ve delivered 23,211% gains for investors in our portfolio of #1-ranked stocks. Try this legendary stock-picking system for 13 weeks!
    • MarketGrader – is a stock research company that uses technology extensively to analyze and interpret the financial statements of publicly traded companies in the U.S. and Canada to help investors meet their goals.
    • Forbes Prudent Speculator - is the best-performing veteran in value stock investing among a crowded field of competitors.  For over 30 years, The Prudent Speculator’s value-based investing approach has provided readers with actionable investment information.  In addition, the Hulbert Financial Digest rated The Prudent Speculator the #1 investment newsletter for Total Return Performance for the past 15, 20, and 25 years.
    • Forbes Special Situation Survey – started by Malcolm Forbes in 1954, the Forbes Special Situation Survey is one of the oldest continuously published investment newsletters on the market.  Each month, subscribers receive a 10-page research report recommending just one undervalued stock that their analysts believe holds the promise for significant capital appreciation over the next 18 to 24 months. The Forbes Special Situation Survey did four times better than the S&P 500 over the past five years.
    • ActionAlertsPlus – a service of TheSteet.com, a leading financial media company, that alerts subscribers by email and through the website about stock recommendations and providing a  reference tool for trading and investing in stocks.  Check out our Action Alerts Plus review.

    Taxes

    • TurboTax - is the #1 rated, best-selling tax software brand, making it easy to prepare and file taxes online.
    • H&R Block At Home - is the leader in the tax industry with over 50 years of experience preparing taxes.
    • CompleteTax - provides tax return software as well as e-filing with a browser-based tax interview to prepare and file tax returns.