Accountants of Color

This directory connects you with accountants who identify as Black, Indigenous or a person of color (BIPOC). A great resource if you are looking for additional help with your taxes.

Creating Financial Goals

Use this one-page worksheet to help you create S-M-A-R-T goals. Using this framework you’ll be able to better define and achieve your financial goals!

Credit Card Comparisons

Nerdwallet does a great job reviewing the pros and cons of credit cards. Their research compares different annual fees, intro offers, rewards rates, and more. Check out this article to see what feels like a good fit for your needs and circumstances.

Credit Card Repayment Calculator

Unable to pay off your credit card statements in full each month? Run the numbers using this free online calculator to determine your repayment payment timeline. This calculator allows you to calculate multiple payments.

Credit Reports

As of 2020, you can get free credit reports weekly from each of the major agencies. You used to only be able to pull this report for free annually so this is a big change! Go to annualcreditreport.com to request free copies of your credit reports from the three major bureaus: Equifax, Experian, and TransUnion. 

Dollar For (Medical Debt)

If you are struggling to pay off medical debt (or know someone who is) check out Dollar For Organization. You can fill out their quick and free application process online; if your debt is eligible, they work with you and the hospital directly to reduce your medical debt. It's free! 

Emergency Fund

Check out this article to learn more about an Emergency Fund: what it is and why it matters.

Environmental, Social, and Governance (ESG) Ratings Tool

The MSCI tool helps you, as the investor, search ESG funds and companies. Their mission is to provide the tools and solutions to help investors better understand ESG risks.

Ethical Banks Search

This independent, women-owned bank comparison site helps you find out what your bank does with your money. They analyze public data so you can see what any U.S. bank or credit union invests in.

Free Tax Filing

Check out Free Tax USA to e-file directly to the IRS for free. They make money through state tax returns and other optional services. Federal tax returns are free.

Habitat for Humanities

Check out their mission to Advance Black Homeownership to help close the racial wealth gap.

High-Yield Savings Accounts

Nerdwallet does a great job reviewing the pros and cons of high-yield savings accounts. Their research compares different annual rates, customer experience, and more. Check out this article to see what feels like a good fit for you. Remember: high-yield savings rates fluctuate! Check out my newsletter issue here to learn more about them.

Kids & Money

Listen in to this NPR LifeKit podcast episode that explores how and when to talk to your kid(s) about money.

Library

Libraries are an incredible resource! Not only can you check out books for free but they also have free events and may have access to local museum and other passes. Find your local library here.

Loan Simulator

The Loan Simulator can help you calculate student loan payments and choose a loan repayment option that best meets your needs and goals. You can also use it to decide whether to consolidate your student loans.

Local Farmers’ Markets

The US Department of Agriculture has a searchable database of farmers’ markets. You can search by zip code/state, products available, etc. Check it out here to find a farmers' market near you and support your local farms!

Money Date Planner Tool

My downloadable worksheet walks you through how to set-up successful money dates!

Money Couples Worksheet

This downloadable form provides an outline for you and your partner to discuss your financial circumstances, goals, and values.

National Foundation for Credit Counseling

Check out nfcc.org for free resources on debt management. The NFCC is a not-for-profit organization that serves as your financial advocate. They can help to reduce interest rates, create more manageable monthly payments, and more.

Paid Leave for All

This organization seeks to take action to win paid family and medical leave for all workers. Check out their website to learn more and take action!

Password Managers

To keep your online data safe, consider using a password manager. This article details two recommendations from the NYTimes Wirecutter review team. 

Psychology Today

You may find it helpful to talk through some of your financial struggles with a professional. Psychology Today is an online resource to help you find a licensed therapist. 

Retirement Calculator

Check out this retirement calculator to see how your income, age, lifestyle, savings rate, and other factors impact your retirement readiness.

Retirement Rollover

Need help rolling over those old 401(k)s? Capitalize makes the rollover easy and does all the work for you - for free! #partner

RIP Medical Debt

Medical debt is an unfortunate reality for many Americans; every day 1 in 2 Americans choose between paying medical bills and covering basic needs. Consider adding the RIP Medical Debt non profit to your giving requests to help others pay off their medical debt. 

Student Borrower Protection Center

The Student Borrower Protection Center is leading a nationwide effort to the end the student debt crisis. Check out their advocacy efforts here. 

Student Loan Advisors

If you’re looking for help with your student loans check out The Institute of Student Loan Advisors, an organization that that provides online student loan counseling. Did I mention, it's free?!

Sustainable Investing: An Introductory Course for Individual Investors

Want to learn more about sustainable and ethical investing? Check out this free online course on sustainable investing for beginners.

The Color of Money: Black Banks and the Racial Wealth Gap

Read this book by author Mehrsa Baradaran to better understand the racial wealth gap in our country today.