Tools & Resources
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Monitor global economic indicators from a single dashboard08/16/2025 -
Access public company data for free investment research08/11/2025 -
Create printable budget templates with adaptive formulas08/08/2025 -
Forecast tax impacts of freelance income automatically08/05/2025 -
Try this app that gamifies savings habits08/02/2025 -
Download IRS forms and financial templates in one place07/31/2025 -
Keep investment notes organized with this tagging system07/27/2025 -
Use this estate checklist before meeting with your advisor07/25/2025 -
Track net income over time with cash flow visualizers07/22/2025 -
Map financial goals directly to paycheck allocation07/17/2025 -
Set up custom savings triggers based on your calendar07/15/2025 -
Plan estate distributions with this family wealth tool07/11/2025 -
Benchmark your spending against national averages07/07/2025 -
Use this audit trail to spot unnecessary subscriptions07/04/2025 -
Record spending visually with envelope-budgeting tools06/30/2025 -
Create risk-adjusted investment models using this simulator06/27/2025 -
Simulate refinancing scenarios before talking to a lender06/20/2025 -
Plan large purchases with this inflation-adjusted forecast06/18/2025 -
Manage real estate cash flow with this landlord tool06/15/2025 -
Find free financial literacy courses by verified institutions06/13/2025 -
Enable two-factor security across all finance apps06/08/2025
Latest Articles
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08/17/2025Private bankers talk ultra-high-net-worth money habits -
08/15/2025Blockchain in supply chain management becomes investable -
08/13/2025The next wave of consumer fintech is targeting underserved groups -
08/12/2025Sovereign debt analysts assess where the global risk is rising -
08/10/2025eVTOL tech garners institutional trial funds -
08/09/2025Set up automatic payments to never miss a due date again