Reminder for new tax season. Identity Protection PINs (IP PIN) have been updated for 2026 (they are updated every January). An important "hardening" tactic against identity theft is to obtain an Identity Protection PIN (IP PIN) from the IRS. The … [Read the rest]
My older two kids do not have smartphones, but instead both have an Apple Watch SE w/ Cellular for basic calling and texting needs. (We like these Anxious Generation guidelines.) After a year on BetterRoaming service, which was the cheapest option … [Read the rest]
Updated January 2026. Navy Federal Credit Union is the nation's largest credit union, with a long history of serving active military members. More recently, they have expanded their field of membership to include veterans and family members of … [Read the rest]
New quarter, new offers. A quick 2026 Q1 reminder that you can discover targeted offers for your Chase-issued credit card at Chase.com/mybonus. This includes both their in-house cards like Sapphire or Freedom Flex and their co-branded cards like … [Read the rest]
Here’s my 2025 Year-End income update as a companion post to my 2025 Year-End asset allocation & performance update. Even though I don't focus on high-dividend stocks or covered-call strategies - I still track the income from my portfolio as an … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of January 2026, roughly sorted from shortest to longest maturities. Banks and brokerages love taking advantage of idle cash, and you can often earn more money while keeping the same … [Read the rest]
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]
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]
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. Capital One has two different checking bonuses for new customers right now, one that requires direct deposit and another that requires 20 debit card transactions. 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]
The Best Credit Card Bonus Offers – 2026
Big List of Free Stocks from Brokerage Apps
Best Interest Rates on Cash - 2026
Free 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)