Investing, retirement, and building wealth

Recommended investing platforms

Betterment

My favorite roboadvisor, as reviewed here. Betterment is the simplest solution out there with a low annual management fee (0.25%, or $25 per year for every $10,000 invested) – you simply dump money in as if it’s a savings account, set goals, and an algorithm will invest and diversify for you. I’m a huge advocate of Betterment.

Personal Capital

My favorite free way to track net worth, as reviewed here. I use Personal Capital to aggregate all my accounts in one place, so I can quickly see my asset allocation across my entire portfolio (vs. needing to go into each and every investment account and do it manually).

*The link above will give both of us a $20 Amazon gift card when you sign up for Personal Capital and begin linking accounts.