Tools & Resources

Taking control of your money may seem overwhelming at first, but you are not alone. We have developed a variety of tools to keep you on track and focused!

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New To Dave

Check out these useful tools and tips to get familiar with Dave’s plan!


Use these resources to make a plan for your money—for good!

Stories & Articles

Search keywords or phrases in our archives for related topics, the latest news stories, articles and more.

Dave Recommends

Finding a reliable company is sometimes difficult. We have done our research and found these companies to be the best.


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Want to know Dave’s game plan for investments? Find out about long-term wealth building. It’s all here!

Real Estate

Learning from this hard-won wisdom can make the difference between good and bad experiences. (We want you to have good ones.)


Need advice about your career or business? From stopping office gossip to Dave’s recommended reading, learning how to have greater success in the workplace is at your fingertips.

Tax Tips

Whether you're 25 or 85, Dave’s easy-to-understand tax tips will help you keep more of your money from Uncle Sam.


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