Many people ask me for recommendations for products and services related to their financial lives.  I decided to put together a (hopefully helpful) list of resources which I can add to over time.

Please note that some of the links below are affiliate links.  This means I may earn a commission or referral fee if you decide to make a purchase.  I have selected resources based on what I think will be useful to my readers, not any small commission I might receive.

Disclaimer: Links are selected by Sara Stanich, CFP®, CDFA™. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.


TurbotaxI actually kind of like doing my taxes.  I understand that many people are intimidated by the process, however.  Turbotax makes it as easy as it can be, especially for people with fairly simple returns.

My Breedlove. Breedlove makes it easy to file your household payroll taxes – the “Nanny Tax”.

Tax Help.  It helps individuals better understand their taxes by providing taxpayers with free tax guides, interactive databases, and state specific tax resources.

Budgeting  I have been a user since 2009.  The site is a free, easy to use way to keep track of your spending, debt and net worth.  Did I mention it was free?

YNAB – You Need a Budget.  One of my clients recommended YNAB, and I tested it out for my business budget.  I like that it is more forward looking than  I can see how it can really help people break the cycle of living paycheck to paycheck.


Recommended personal finance books at

Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: Revised and Updated for the 21st Century

All Your Worth: The Ultimate Lifetime Money Plan