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Money Tools

This post contains affiliate links and I may earn a small commission when you click on the links at no additional cost to you. This helps us provide you with free content, like this blog! You can read my full disclaimer here.

We get asked all the time: what are your favorite money tools? These trusted Yo Quiero Dinero partners will help you achieve your money goals!

Business & Personal Credit Cards

Earn 2X Points on Purchases & 15K Point Welcome Offer with No Annual Fee.

Earn unlimited 2X miles on every purchase for your business with no blackouts or seat restrictions and no minimum to redeem.

Earn 100,000 Hilton Honors Bonus Points after spending $1,000 in purchases in the first 3 months of Card Membership. Plus, earn up to $100 in Statement Credits on eligible purchases made on the Card at any of the Hilton family hotels in the first 12 months of Card Membership.

Earn 60,000 bonus miles after spending $3,000 on purchases in the first 3 months your account is open. $0 introductory annual fee for the first year, then $95. Up to $100 Global Entry or TSA PreCheck® fee credit, priority boarding, free 1st checked bag and more!


Investing & Banking

Unest Logo

UNest is an app that helps families open and invest in a UTMA investment account for kids that allows you to save for your children’s future while getting tax benefits

Ellevest helps women unleash their financial power with a customized, goals-based approach in one beautiful platform. Created for women and designed by women.

The Motley Fool Stock Advisor is our favorite research tool for individual stock investors. Join now for ONLY $99 for one year – that’s just $1.90 a week!

M1 Finance –  investing, borrowing, and cash management in one easy-to-use platform. Open a Roth IRA for FREE!

Public – Join the investing social network and start trading with any amount of money, commission-free.

SoFi Invest – Fund an Active Investing account with $1,000 or more, and you’ll get $50 in free stock

Capitalize 401K rollover

Capitalize – The easiest way to roll over your old 401k. Don’t lose track of your money. Capitlize will help you choose a new retirement account, and handle the paperwork, for free.

Stash is a personal finance app that combines banking, investing, and advice into one platform.

Roofstock is the #1 marketplace for buying and selling single-family rental homes, with listings in over 40 markets across the US. Own cash-flowing income properties and build wealth through real estate.


Small Business

Gusto – Helps businesses like yours onboard, pay, insure, and support your hardworking team. Payroll, benefits, and more.

Keeper Tax – Helps freelancers & 1099 contractors find tax write-offs among their purchases. The average member finds $1249 in extra tax savings every year.

QuickBooks –  Organize your business finances all in one place so you can be more productive. Get 50% off your subscription for 3 months, plus a $50 Visa Gift Card when you sign up!

Melio – A digital bill payment solution for small businesses. Pay and get paid for invoices quickly, simply, and without any of the usual costs. 

Crowdcast – Our preferred platform for webinars! Simple & powerful Q&As, webinars, live courses & online summits with your audience.

Podia Your all-in-one digital storefront. The easiest way to sell online courses, memberships and downloads. Try it for free for 14 days!

Printify – On-demand and dropshipping platform designed to help online merchants make more money in a simple and easy way.

Fiverr – Connects businesses with freelancers offering digital services in 300+ categories, starting at just $5!

Etsy gives independent, creative businesses around the world the tools to be successful.

Budgeting & Debt Repayment

Imperfect Foods –  Buy ugly and imperfect produce for 30-40% cheaper. Non-GMO. Certified Organic. Eco-Friendly Packaging. Delivered to Your Door.

Ibotta – get paid real money on your everyday purchases. Download the free app to receive offers and earn real cash back in stores and online.

SoFi Student Loan Refinancing – Pay off your student loans faster with a student loan refi from SoFi! Get $300 dollars when your student loan refi is funded!

Personal Capital – The modern way to track & manage your net worth. Sign up in seconds, it’s free! Get $20 when you link an investment account.

Credit Karma – Free credit scores, reports and insights. Get the info you need to take control of your credit.

Cleo is a free budgeting app that serves as a sassy Siri for your finances. 

Insurance & Estate Planning

Fabric Life Insurance

Fabric Insurance – Quick and Easy Life Insurance with Amazingly Low Policies. Apply in 5 Minutes! 10-30 Year Term Life Policies. Up to $5M coverage. Take their quiz to determine the best policy for you! 

Gentreohelps you create the important documents you need for official estate planning, including your Will, Power of Attorney, and more. 

Kin Insurance – Save an average of $500 on your homeowner’s insurance! Get A Custom Quote And Only Pay For What You Need.

Sidecar Health – personalized and affordable health insurance for individuals. Members can see any provider, costs are transparent, save over 40%!

Licensed Financial Professionals

New Street Advisors Group – a commission free, fee-only fiduciary Registered Investment Advisor (RIA). Committed to transparent financial planning & portfolio management.

Fitnancial Solutions – Virtual accounting and tax services for small business owners. Shannon is our CPA!

Dare To Dream Financial Planning – Fee-only, virtual comprehensive financial planner for Women of Color. Anna is our CFP!

Blogging/Tech

SiteGroundOur official web host, SiteGround’s web hosting services are crafted for top speed, unmatched security, 24/7 fast and expert support. Trusted by more than 2,000,000 domains!

MiloTree – One smart pop-up to grow your email list, Instagram, YouTube, Facebook, and Pinterest. You decide what to grow. WordPress plugin. Works on most platforms.

Envato Marketplace – The #1 marketplace for premium website templates, including themes for WordPress!

ShareASale – Add affiliate marketing to your blog monetization strategy today!

Wavve – Share audio from your podcast, music, or recordings on social media by turning it into custom-branded videos ready for Facebook, Instagram, Twitter & more.

Mailerlite – Create advanced email marketing campaigns with features like automation, landing pages and surveys. Get free access to premium features with a 14-day trial!

Self Care Tools

BetterHelp – Professional Support When You Need It, At The Fraction Of The Cost Of In-Person Therapy. Get 10% off your first month!

Brightside – Get Personalized Therapy and/or Prescription Treatment – All From The Comfort Of Your Home

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