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Helpful Financial Links

Helpful Financial Resources 

Our Preferred Budgeting tools and apps

  • YNAB:
    • This is the app that our staff uses personally to budget and is what we prefer to use with clients.
    • This app is browser based and downloadable for mobile devices.
    • YNAB offers great resources and blogs on budgeting and how to use their application
    • YNAB offers a 34 free day trial, plus a year free for students. We like to say it will save you so much money it is worth the small annual fee. 
  • MINT:
    • While we do not promote Mint as near as much as we do YNAB, we still think it is a super tool and in some cases works better for certain clients. 
    • Mint does an excellent job of helping you keep track of when bills are due and what the balances are on any lines of credit that you may have. 
    • Mint is free.

Student Loan Resources 

  • Federal Student Aid:
    • This is place to go to find out just about anything you would need to know about student loans offered through the Federal Government.
    • Information on this website would include, but not be limited to: student loan interest rates, borrowing limits, student loan terms defined, how to figure out which loan servicer is yours, learn about loan repayment, etc.

Credit Resources 

Sources For Personal Financial News

  • *Note we are not endorsing any specific article written, or strategy suggested in the personal financial news links we provide above.


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 Last Modified 10/27/17