My Favorite Resources
Here are some of my favorite resources on the topics of negotiating, budgeting, investing, and retirement. You can also use the assessment tool below to help you get started. Enjoy!
Negotiating
- Margaret Neale, Stanford Graduate School of Business, Lecture
- TEDx talk,“Lessons From My Horse”
- Audiobook: “Negotiation: How to Get (More of) What You Want”
- American Association of University Women, Free Online salary negotiation course
- Claire Shipman and Katty Kay, Book: “The Confidence Code”
Budgeting
- Consumer Financial Protection Bureau Article, “How to Create a Budget and Stick With It”
- Budget worksheet
Budgeting apps:
- Mint – Good overall budgeting tool
- PocketGuard – Simple budget snapshot
- YNAB – Good budgeting lessons; annual fee
- Personal Capital – Wealth and spending tracker
- Honeydue – Budgeting with a partner
Investing
Educational resources:
Mutual fund research:
Investment advice:
- Robo-advisors: Betterment, Ellevest, others
- Online personal advice (with minimum account size): Vanguard, Personal Capital, Schwab, others
- Personalized advice: Certified Financial Planner
- Directories:
Retirement
Readiness calculators:
Adjusting your portfolio:
- The Balance, “Here’s How You Should Invest at Every Age”
- MarketWatch, Opinion: Are Annuities a Good Deal?
Protecting Yourself and Your Loved Ones
Creating a Legacy: