Financial Services That I Use & Recommend

M1 Finance

I signed up for M1 May 2020. I have been impressed with the company. The company is excellent for long-term investors. They make it very easy to dollar cost average and rebalance your portfolio. If they had an option for multiple savings accounts, I see them as a one-stop-shop bank and brokerage. The link below is a referral link. You and I will both receive $50 if you sign up for M1.

https://m1.finance/JwvQgVVfjCzJ

Capital One

https://www.capitalone.com/bank/savings-accounts/online-performance-savings-account/

I have been using Capital One 360 since they purchased ING Direct in 2012. I have been using ING Direct since 2005. Their online savings accounts make it very easy to have multiple accounts and transfer money around. See my budgeting post to see how I use savings accounts, not to have a budget.

Automate Your Budget!

Fidelity

https://www.fidelity.com/go/hsa/why-hsa

I found out how amazing an HSA could be about 2 years ago. The problem was the bank our HSA goes to would not invest the funds. I ended up finally setting up a transfer with Fidelity a little over a year ago. It was an easy process, but it took a few weeks. Read about HSA’s below.

The HSA, Your Secret Weapon to Retirement Savings