US Bank Smartly Checking Account New User Bonus (Up to $450)

Updated. US Bank has a up to $450 new checking promotion when you open a Bank Smartly Checking account with $25 minimum and complete the following within 90 days: Enroll in the U.S. Bank Mobile App or online banking. Complete two or more … [Read the rest]

Vanguard 10-Year Stock Market Forecasts 2025-2035 (+Retrospective)

Vanguard recently released their most recent annual 10-year forecast as of mid-November 2024 (effectively the beginning of 2025). The beginning of the year is the time for forecasts, and that also makes it a good time to remind ourselves how badly … [Read the rest]

IHG One Rewards Traveler Credit Card Review: 80,000 Bonus Points, No Annual Fee

The IHG One Rewards Traveler Card is the IHG hotel card that includes special IHG perks but with no annual fee. Here are the highlights: 80,000 Bonus IHG Points after spending $2,000 on purchases within the first 3 months of account … [Read the rest]

Vanguard Thoughts: After 23 Years, Should I Stay or Switch to Fidelity/Schwab?

I've been a Vanguard customer (ahem, owner) for 23 years now. As such, I've also been one of those long-time customers that has been disappointed to see their struggles with customer service for their individual retail brokerage clients. One of my … [Read the rest]

Laurel Road High Yield Savings Deposit Bonus: 4.15% APY + Up to $200 (Referral Offer)

Updated and back for 2025. Laurel Road is a digital subsidiary of KeyBank (not a fintech) that reminds me of SoFi in that they are building a relationship that starts with student loan refinances and then expands to personal loans, mortgages, bank … [Read the rest]

Truist Bank $400 New Checking Account Bonus 2025 (Limited States)

Updated for 2025. Truist Bank formed from the merger of BB&T and Suntrust Banks, now roughly the 10th largest US bank with branches in 17 states and DC. Trust has brought back a $400 checking bonus for new checking customers that have a mailing … [Read the rest]

Huntington Bank $600 New Checking Account Bonus (No Direct Deposit Required, Limited States)

Huntington Bank is offer a $600 bonus when you open a new Platinum Perks Checking account and make total new money deposits of $25,000 or more within 90 days of account opening and keep account open for 90 days. No monthly maintenance fee with … [Read the rest]

Chase Bank $900 Bonus w/ Coupon Code: Total Checking + Savings (2025)

Back again. Chase Bank has a Total Checking + Savings account promotion offering up to $900 total for new customers that open both a checking and savings account with them along with additional specific requirements. This offer comes around … [Read the rest]

TurboTax Deals at Amazon, Sam’s Club, Costco: Deluxe Federal & State

Update 1/18/25. Amazon has some sale prices for the TurboTax + $10 Amazon gift card bundles (not Product only). Might be 1-day only, might last through the holiday weekend. The benefit of “old-school” desktop tax software is that it doesn’t … [Read the rest]

Amazon Pharmacy: $15 Whole Foods Gift Card for New Orders

Amazon Pharmacy is offering a $15 Whole Foods gift card promo for your first order. Most insurance plans qualify, but not government insurance. You are eligible to redeem this offer if you place your first Amazon Pharmacy order during the … [Read the rest]

My Cash Setup: Checking and Liquid Savings (2025/2024 Year-End)

Although I continue to monitor the best interest rates out there, in 2024 I made the conscious decision to tone down my rate-chasing and look for a lower maintenance setup that still gets a solid interest rate on my cash. Warning: This is going to … [Read the rest]

Robinhood IRA Boost Promos: 3% IRA Contributions, 2% IRA Rollovers and 401(k) Transfers (Gold Required)

Robinhood brokerage app has some solid Retirement account promos for the New Year. There are much fewer brokerage promos that include both IRA rollovers and 401k rollovers. These can be very lucrative with a large retirement balance, especially as … [Read the rest]