Financial Preparedness Services

When you control your financial life, you feel in control everywhere. That’s why financial preparedness is an essential part of your overall emergency planning.

Unfortunately, many people don’t take the time to address subjects like estate planning, insurance, and budgeting. Luckily, it doesn’t have to be difficult!

Let these recommended financial preparedness services help you take control of your world.

Table of Contents

Banking

SoFi Checking & Savings

Better banking is here! SoFi offers high-yield FDIC-insured checking and savings accounts. Benefits with a qualifying direct deposit include:

  • No account fees
  • High yield checking and savings accounts
  • No-fee overdraft up to $50
  • 2-day-early-paycheck
  • Automatic saving features
  • Opportunities to earn cashback
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Axos Bank

Take your money further, faster:

  • An Annual Percentage Yield (APY) that’s higher than most accounts in the market
  • No monthly maintenance fees or balance requirements
  • A convenient mobile app
  • Named one of the Best High-Interest Checking Accounts of 2020 by NerdWallet
Learn More
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CIT Bank

Save more and earn more:

  • Earn one of the nation's top rates
  • No account opening or maintenance fees
  • Daily compounding interest to maximize your earning potential
  • Deposit checks and make transfers with the CIT Bank mobile app
Start Earning More
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Investing

Motley Fool Stock Advisor

Motley Fool Stock Advisor's members gain unlimited access to their library of expert stock recommendations and receive new stock picks every month from their award-winning analyst team.

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JM Bullion

JM Bullion enables investors to purchase bullion they physically hold instead of merely owning on paper. They are an industry price leader and exceed expectations through weekly sales, fast shipping, and award-winning service.

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Budgeting

Quicken

Quicken is the gold standard when it comes to personal finance & money management. Use it to track spending, follow investments, create budgets, and find in-depth insights.

Best of all, it's quick to set up and intuitive to use. I highly recommend Quicken for anyone looking to take control of their finances.

Try Quicken
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Simplifi by Quicken

Stay on top of your money the simple way! See, plan, and navigate your money anytime, anywhere!

Start Your Free Trial
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Legal

Insurance

Liberty Mutual Insurance

Liberty Mutual Insurance helps preserve and protect the things people earn, own, build, and cherish. Keeping this promise means they are there when their policyholders worldwide need them most.

The fifth-largest auto and home insurer in the U.S., Liberty Mutual sells complete lines of coverage for automobiles, homeowners, valuable possessions, personal liability, and individual life insurance.

Get Your Quote
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NEXT Small Business Insurance

NEXT is an online insurance provider that is 100% dedicated to small businesses and the self-employed. They offer tailored policies to equip business owners with just the right coverage for their business. NEXT is rated “A- Excellent” by AM Best.

Get An Instant Quote
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SquareMouth Travel Insurance
  • The highest-rated travel insurance comparison site.
  • Use Squaremouth's comparison engine to search, compare, and buy the best travel insurance for your trip.
Search For Travel Insurance Policies
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Earning Opportunities

Fiverr: Freelance Services Marketplace

Fiverr is a worldwide marketplace for freelancers offering digital services. If you are looking for affordable freelance help, you can find one on Fiverr.

If you've got a marketable skill, you can sell your services on Fiverr.

Try Fiverr Now
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Fiverr Business: Freelance Solutions for Businesses

Freelance services built for teams. Expand your team’s skillset with experienced freelancers already vetted for business projects.

Join Fiverr Business
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AND.CO: The Ultimate Suite of Freelancer Tools

From proposal to payment, AND.CO is a suite of freelancer tools that takes the headache out of freelancing, so you can get back to the work that drives you.

Sign Up For Free
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InboxDollars

InboxDollars is the rewards program that pays! I love it because I earn cash instead of points through everyday online activities.

I've gotten paid for everything from taking paid surveys, reading emails, watching videos, playing games, using coupons, online shopping, scanning receipts, and trying out offers.

If you're looking for a complete rewards program, InboxDollars is it!

Sign Up Today
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Learn from Fiverr: Online Courses for Freelancers & Entrepreneurs

Grow your digital skills with online professional courses led by the world’s top experts.

Start Learning
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eBay

eBay is one of the most popular e-commerce marketplaces in the world. Every day millions of people use it to trade goods. Some people are buyers, some are sellers, and some are both.

Whether you want to purchase some good deals or make some extra cash selling, eBay is the best place to start!

Buy On eBay Sell On eBay
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Rakuten

Earn cash back while shopping at your favorite stores! Rakuten has made it so simple that it feels like they're doing all the work.

Here's how it works. Stores pay Rakuten an affiliate commission to send you their way, then share their commission with you.

So shop when, where, and how you want and rack up the rewards!

Join Now
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Fetch Rewards

If you're not already using Fetch Rewards, it's time you got rewarded for what you're buying!

Fetch Rewards lets you earn points on any receipt from any store or restaurant. Then, redeem your points for gift cards from popular merchants like Amazon and Visa.

Just snap a photo of your receipt in the app or use the innovative eReceipt to scan your email account. Either way, you'll watch your cash rewards pile up before you know it!

Enter the code PLAN for a 3000-point sign-up bonus

Learn More
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