Managing Your Money

When it comes to managing my money, building the right system has saved me time, headache, and stress when it comes to knowing what to do.

Whether it’s drawing a simple financial map to managing our Net Worth Excel spreadsheet – having the right system is key.

I didn’t happen upon our system by accident. It has been an evolution over years and continues to grow as our financial lives grow.

The resources below can help you build your own financial system to help you better manage your money.

Building Your Financial System

Drawing Your Financial Map

Learn how a financial map can show you how your accounts are connected and areas where you can simplify it.

Keep Track of Your Finances

How We Track Our Net Worth

There are a lot of tools out there to help you track your finances. Most arrived after I started working…

Managing Your Money:

How to Freeze (and Unfreeze) Your Credit Reports

If you suspect that you may be at risk of identity theft or credit fraud, it's critical that you take action to protect your creditworthiness. One step you can take is to temporarily freeze your credit report. When you no longer need the freeze, you can also unfreeze it. Find out how to freeze (and unfreeze) your credit reports.

Albert App Review: An All-in-One Banking and Investing App?

Many personal finance apps specialize in specific tasks like saving money, earning a high-interest rate, paying bills, and potentially earning spending rewards. Finding one platform offering both banking and investing accounts can be challenging. That's not the case with Albert. This Albert app review dives into the various features that can help improve your finances.

NerdWallet Budgeting App Review

NerdWallet offers a free budgeting app powered by Plaid, but is it any good? See what we think about their latest offering.

Barclays Bank Review: High Rates for Savings

Everyone wants a great interest rate on their savings. But along with a good return, it's important to do business with a bank that's accessible and trustworthy. In this review of Barclays US online bank, I'll cover the strengths and weaknesses, and present you with a few online banking alternatives to consider.

What to Pack in a Financial Go Bag

If you need to evacuate your home in a hurry, it's important you have a Go Bag prepared. In addition to survival supplies, make sure you have your financial Go Bag packed too - here's what to include.

Axos Bank Review: Is Axos Right for You?  

Online banks are everywhere these days, but not all of them stand out in any meaningful way. If you’re looking for an online bank with excellent products and features, Axos Bank is one option. But how does it compare to other online banks, like Chime and Acorns? Find out in our full Axos review.

Best Debit Card For Kids in 2026: Why You Should Consider a Debit Card for Your Child

Are you considering a debit card for your child? The thought of giving young kids more control over their money can be scary. Thankfully, there are debit cards designed specifically for kids. With features like parental controls, roundup savings, and more, kid's debit cards give kids the freedom to learn how to properly manage their money.

Capital One 360 Review

Capital One 360 is Capital One Bank’s online division. It’s a great hybrid of online and traditional brick-and-mortar banking since…

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