Tools I Use

This page contains resources that I have found useful in my journey as a Family CEO.

Some of the links below are affiliate links*, meaning they will earn me a small commission (at no extra cost to you). I never recommend products or services unless I have used them personally and they have provided value to me.


  • When it comes to investing I believe in simplicity and low costs, and for those reasons I’m a diehard Vanguard investor. People who invest with Vanguard are passionate about the company. Here’s why.

Sources of Found Money

  • Mr. Rebates* is a great source for online coupons and you’ll earn a 1% to 30% cash back rebate on what you buy online when you go through Mr. Rebates first. I’ve used Mr. Rebates since 2006 and I never shop online without first visiting the site. It’s free to use and you’ll earn a $5 bonus just for signing up.
  • Ebates* is a site much like Mr. Rebates above. I usually check to see which site is offering better cash back before I shop. The current signup bonus for Ebates is $10.

Managing Money

  • Quicken* and Quicken for MacI’ve used Quicken money management software for at least 20 years, and probably a lot longer. I use it to reconcile our bank account and track our spending. I’m addicted to the reports feature. I also use Quickbooks to keep the books and do payroll for my husband’s business.
  • Charity Navigator evaluates and rates over 5000 charities based on their financial health, transparency, and accountability. I use it to track the charities we’re involved in, like Kiva and CFCA.