Financial Goodies

These are the companies, tools and websites I personally use to help me grow my net worth while I do my day job.

  • Financial dashboard on a laptop screen showing net worth, assets, liabilities, cash flow, budgeting, investments, and market movers with graphs and details.

    Empower Dashboard - the one to rule them all

    The Empower Dashboard (formally Personal Capital) takes your entire investment and financial life and shows it to you in one well-designed place. Oh yeah, and it’s free. Open one; it’s just incredible.




    Go to Empower
  • A laptop and smartphone displaying online banking and savings account balances, with the laptop showing a larger screen and the smartphone showing a smaller, mobile view of the same banking app.

    Maxmyinterest.com - the highest savings rates

    I found maxmyinterest after the Wall Street Journal’s Jason Zweig wrote about it. Want the highest savings account rates in the country? Max opens an account for you and moves your money. Perfect for your emergency fund.


    Go to Max
  • Screenshot of the Charles Schwab website homepage showing a woman using a laptop, with text promoting managing investments with ease and opening an account.

    Schwab - a fab brokerage platform

    Charles Schwab & Co. is a financial services company that pioneered low-cost stock trading, and their customer service is super. They have a nice-looking website and phone apps. This is an excellent choice for investors who want flexibility and want to get more involved.



    Go to Schwab
  • Screenshot of a QuickBooks online dashboard labeled 'StudiowerksDC' with various financial charts, account balances, and expense summaries, including sections for bank accounts, profit and loss, income, sales, expenses, and a quick loan application.

    Quickbooks Online - make your biz run seamlessly

    Big John, my accountant, finally made me use Quickbooks online, and boy, was he right. It’s mission control for your whole business, invoicing, paying vendors, everything. It downloads and matches your credit card and bank transactions and creates any report you want on your biz—total time saver.

    Go to Quickbooks
  • Square payment methods logo with Visa, MasterCard, American Express, and Discover logos.

    Square - credit card and ACH payments made easy

    I use these guys for my studio business, StudiowerksDC. They make invoicing clients so easy. Clients can use credit cards, ApplePay, and ACH bank transfers.


    Go to Square