Take Action
Recommended products, services, and strategies to turn your financial plans into reality
📈 From Planning to Action
You've done the math and seen the projections. Now it's time to implement your plan. This page provides specific recommendations to help you save more, spend less, and build wealth faster.
Affiliate Disclosure: Items marked with a star are affiliate partners. We may earn a commission at no cost to you — and you often get signup bonuses! We only recommend products we genuinely believe will help you achieve your financial goals.
Start building wealth through smart investing. These platforms offer low fees, easy-to-use interfaces, and powerful tools for both beginners and experienced investors.
Employer 401(k)
Retirement AccountIf your employer offers a 401(k), especially with matching contributions, prioritize this first! It's free money and grows tax-deferred. Aim to contribute at least enough to get the full match.
Robinhood
BrokerageCommission-free stock trading with clean interface. Get a free stock (worth $5-$200) when you sign up through our link! Great for beginners learning to invest.
Webull
BrokerageCommission-free trading with advanced charting tools. Get up to 12 free fractional shares (worth up to $30,600) when you open and fund an account!
M1 Finance
Automated InvestingAutomated investing meets customization. Create custom 'pies' of stocks/ETFs. No trading fees, $100 minimum. Get $30-$500 bonus with our link based on deposit amount.
Public
BrokerageSocial investing platform with commission-free trades. Get up to $10,000 in bonus stock when you transfer assets. Community-focused with educational content.
Vanguard
Brokerage & Index FundsThe gold standard for low-cost index funds and ETFs. Best for buy-and-hold investors focused on long-term wealth. No minimum for most ETFs, $1,000 minimum for mutual funds.
Fidelity
Brokerage & RetirementComprehensive investment platform with excellent research tools and zero-fee index funds (FZROX, FZILX). Great for IRAs and 401(k) rollovers.
Charles Schwab
BrokerageFull-service brokerage with $0 commissions, excellent research, and great customer service. Strong option for both active traders and long-term investors.
Betterment
Robo-AdvisorRobo-advisor that automatically manages diversified portfolios. Tax-loss harvesting included. Get one year free management (usually $4/month) through our link!
Wealthfront
Robo-AdvisorRobo-advisor with advanced features like direct indexing and tax-loss harvesting. First $10,000 managed free, then 0.25% annually. Get $50 bonus with our link.
Acorns
Micro-InvestingMicro-investing app that rounds up purchases and invests spare change. Great for beginners. Get $20 bonus when you sign up through our link!
Ready to Start?
Pick one action from above and commit to it this week. Small steps lead to big changes.
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