Here is my 2025 Year-End portfolio update that includes all our combined 401k/403b/IRAs and taxable brokerage accounts but excludes our house and small side portfolio of self-directed investments. Following the concept of skin in the game, the … [Read the rest]
Updated with new offer. The Webull brokerage app is offering an updated ACAT Transfer bonus of up to 4% of assets transferred plus up to $100 in outgoing fee reimbursements on your first transfer of at least $2,000. This specific offer ends March … [Read the rest]
Activation reminder for 2026 1st Quarter. The credit cards below offer 5% cash back and up on specific categories that rotate each quarter. It takes a little extra attention, but it can add up to hundreds of dollars in additional rewards per year … [Read the rest]
Limited-time offer now scheduled to expire 1/8. If you have an Amazon Prime membership, you probably spend a good chunk at Amazon and should at least consider the Prime Visa, a credit card (not store card) available only to Amazon Prime members. … [Read the rest]
(Update: Offer is back. Again available to existing customers depositing new funds. Hat tip to reader David.) Live Oak Bank is an FDIC-insured internet bank that is focused on lending to small businesses. Their personal savings account has a … [Read the rest]
Savings offer improved. E*Trade (Morgan Stanley Private Bank) is running promotions for new customers on both their savings and checking accounts: Premium Savings up to $2,000 deposit bonus + 3.50% APY Max-Rate Checking $300 bonus + up to … [Read the rest]
Updated with new offers. Capital One has two different checking bonuses for new customers right now, one that requires direct deposit and another that requires debit card activity. You'll have to pick one. $250 bonus w/o Direct Deposit … [Read the rest]
2025 saw positive returns for every broad asset class that I track. Per Morningstar, here are the total annual returns (includes price appreciation and dividends/interest) for select asset classes as benchmarked by popular ETFs after market close … [Read the rest]
Updated. Happy New Year! 🎉 🥳 In terms of keeping my finances in order, what I've been finding most useful recently are credit monitoring alerts. The last time I applied for a credit card, I received multiple e-mails within … [Read the rest]
Get a $15 Lyft ride credit if you link your Atmos Rewards (Alaska/Hawaiian Airlines) and Lyft accounts for the first time before 1/14/26. Lyft ride credits will be awarded within 5 days of the end of the Promotional Period and expire on January 31, … [Read the rest]
As we leave one year and get ready to enter the next, here's a good quote from Between Two Kingdoms: A Memoir of a Life Interrupted by Suleika Jaouad (recommended; a very moving memoir). He has a theory: When we travel, we actually take three … [Read the rest]
Updated. Crypto exchange OKX is currently offering a few different bonuses which may be stackable. Details below. New customers: $200 referral bonus Should auto-populate the promo code 79795662. Thanks mine, thanks if you use it! New and … [Read the rest]
The Best Credit Card Bonus Offers – 2025
Big List of Free Stocks from Brokerage Apps
Best Interest Rates on Cash - 2025Free Credit Scores x 3 + Free Credit Monitoring
Best No Fee 0% APR Balance Transfer Offers
Little-Known Cellular Data Plans That Can Save Big Money
How To Haggle Your Cable or Direct TV Bill
Big List of Free Consumer Data Reports (Credit, Rent, Work)