First Tech Credit Union: $300 Rewards Checking Account Bonus

Updated with new bonus details. First Tech Federal Credit Union has a new $300 checking bonus. This new promo is set to run through 6/30/24, but is specifically for their new Reward Checking account that pays up to 5.00% APY (on up to $15,000 … [Read the rest]

Social Security Optimizer by T. Rowe Price: New Free Retirement Income Tool

T. Rowe Price (TRP) announced a new free tool called Social Security Optimizer to help decide when to start claiming Social Security benefits. You enter information like age, marital status, life expectancy, spousal information, and "Monthly … [Read the rest]

Self-Paced CFP: Common Examples of Negligence by Financial Advisors (Course Notes #2)

In keeping with my goal of finishing one course per month from the University of Georgia Self-Paced CFP education program, I wrapped up the first course "Fundamentals of Financial Planning" in February (barely). Here were the topics covered … [Read the rest]

Point.me x American Express Membership Rewards: Free Award Flight Search Tool

American Express has partnered with the Point.me award travel tool to provide free flight searches for the airline loyalty programs that work with American Express Membership Rewards points. The special site is AmEx.Point.me, where you must log … [Read the rest]

Greenlight Debit Card For Kids: Free Subscription for PSECU Members ($60/year Value)

Greenlight is a popular reloadable debit card service for kids, where parents can manage and track their kids spending. You can also add an allowance, payments for recurring chores or one-time jobs, and teach them compound interest via "parent-paid … [Read the rest]

UBS Global Investment Returns Yearbook 2024: The Haystack Keeps Changing

The 25th edition of the UBS Global Investment Returns Yearbook is available for free download in a 56-page PDF Summary Edition version on the UBS website. (Credit Suisse took over the publication of this yearbook in 2009, and UBS was voluntold to … [Read the rest]

Best Interest Rates on Cash Roundup – March 2024

Here's my monthly roundup of the best interest rates on cash as of March 2024, roughly sorted from shortest to longest maturities. There are lesser-known opportunities available to individual investors, often earning you a lot more money while … [Read the rest]

Berkshire Hathaway 2023 Annual Letter by Warren Buffett: Notes and Commentary

Berkshire Hathaway (BRK) released its 2023 Letter to Shareholders (also see full 2023 Annual Report), which Warren Buffett also uses as an educational instrument. As always, I recommend reading it yourself (only 17 pages total this year). I … [Read the rest]

Save App Review: 9.07% APY Advertised vs. 0.00% APY Actual Return on Market Savings From 12/2022 to 12/2023

Update February 2024: Save now provides a link to their actual returns for their 1-year Market Savings across all portfolios. But be careful, as much of what is shown at first glance is for products that haven't actually completed their entire … [Read the rest]

Upgrade Premier Savings: Up to $200 Deposit Bonus + 5.21% APY

(Update July 2024: The top deposit bonus level is now back to $200.) Original, outdated post with expired details from when the top tier was worth $500: Upgrade is offering up to a $500 deposit bonus via referral link when you open their … [Read the rest]

Wells Fargo $325 Checking + $225 Savings Account Bonuses

(Update: This offer is expired.) Wells Fargo has brought back a few larger bonuses for both new checking and savings account customers. The checking bonus requires direct deposit and the savings bonus requires a $10,000 new money deposit for at … [Read the rest]

IKEA Family Discount: $15 off $150, $30 off $300, $50 off $500 (Ends 3/3/24)

New discount up to 10% off, ends 3/3/24. IKEA has a limited-time "Spend and Get" promotion offering $15 off $150+, $30 off $300+, and $50 off $500+ purchases (all amounts are before sales tax and other taxes). U.S. only. Valid in-store and online. … [Read the rest]