Favorite Things
The 6 Phases of Building Wealth
A quick and easy read, this book provides great strategies for anyone beginning their journey towards financial independence. Each "phase" is broken down into specific, easy to follow steps.
Empower Personal Dashboard
Free, automated personal investment advisor, and analysis tool. When it comes to syncing multiple accounts, tracking cash flow, measuring growth, and analyzing investments, I've never used a better tool.
Wealthfront
Low-cost automated investment advisor with services that include daily tax-loss harvesting and account rebalancing. Simply deposit your money and they take care of the rest.
Vanguard
Investment advisor with over $4.5 trillion in assets under management. Vanguard is the Godfather of the low-cost index fund (our favored investment). They provide everything an aspiring early retiree needs and have great customer service to boot.
Ally
With one of the highest savings account APY rates available, this is a great place to save your emergency fund or other uninvested money. In addition to bank accounts, Ally also offers a solid investment brokerage service with low commission fees.
Chase Sapphire Cards
Two of the best points card available, the Preferred and Reserve Sapphire cards are a must-have for frequent travelers. Sign up to enjoy the many, many perks available to holders of these elite cards. I never leave home without mine.
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