Here's how I plan and organizer all of our finances for the year in a single Google Sheet. It's a great way to remember everything from IRA contributions you need to make to estimated tax payments. And with the added Google Doc, it's very easy to organize all of your tax related documents, too. Join the newsletter: ———————————— Video Resources ———————————— Google Sheet Template: Google Doc Template: ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): Personal Capital (Investment Tracking, retirement planning ): New Retirement (Retirement Planner): Stock Rover: M1 Finance $30 Bonus (IRA & Taxable Accounts): ———————————— Credit Cards & Banks ———————————— Wells Fargo Active Cash (Cash Back): Chase Sapphire Preferred (Travel): U.S. Bank Visa Platinum (0%): Axos Bank (High Yield Savings): OnJuno (free checking): ———————————— Popular Videos ———————————— 1️⃣ How to Create a 3-Fund Portfolio: 2️⃣ How I Manage 28
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)