Resources & Tools

Our curated picks for personal finance and AI tools. We use or have tested everything listed here. Links marked with a dotted underline are affiliate links — learn more.

Budgeting & Savings

Rocket Money

Cancel subscriptions, track spending, and lower bills with AI-powered insights.

YNAB

Zero-based budgeting app that gives every dollar a job. Best for intentional budgeters.

Acorns

Round up spare change and auto-invest it. Great for beginners building a habit.

Investing Platforms

Betterment

Automated investing with tax-loss harvesting and goal-based portfolios.

Wealthfront

Robo-advisor with direct indexing and automated financial planning.

Fidelity

Free tier

Zero-fee index funds and excellent research tools for self-directed investors.

Productivity & AI

Notion AI

All-in-one workspace with AI writing, summaries, and database automation.

Jasper

AI writing assistant for creating financial content, marketing copy, and blog posts.

Perplexity

Free tier

AI search engine — great for quick financial research with sources.