We are in the home stretch of 2023. I hope that you all will be able to spend time with friends and family this holiday season. Posting will be extra brief and sporadic for the rest of the year. Buy $50 in Lowe's Gift Cards, get a $10 bonus … [Read the rest]
Updated January 2025. M1 is offering a $75 bonus if you open a new account with $10,000 and maintain it for 30 days. Here are the referral bonus details. Here is my M1 referral link (thanks if you use it!) from which you must start opening your new … [Read the rest]
Fidelity Investments is offering selected customers free access to TurboTax Online Premium (Federal and State), or $5 for the TurboTax Premier Desktop edition. To find out if you are eligible, it is suggested that you look for the offer under … [Read the rest]
Whenever an article mentions the "average savings account rate", I find that information useless. There are a lot of zeros in that average! But this Axios article has an interesting chart comparing the top savings rate vs. the rolling 3-month … [Read the rest]
It's mid-December. Do you know where your Healthcare Flexible Spending Account (FSA) contribution are? If it's still sitting in your FSA, your employer may be waiting to pocket it shortly (subject to possible carryover or grace period). … [Read the rest]
Mint.com, the financial dashboard and budget tracking website bought by Intuit in 2009, is "shutting down" on January 1st, 2024 (update: now extended to March 2024). Shutting down doesn't feel like quite the right word, as though the Mint brand is … [Read the rest]
Costco.com is selling $250 Disney gift card for $224.99 (limit 2 per membership). These are eGift cards, but you can use them anywhere a normal Disney gift card would work. You are saving 10% off up to $500 in gift cards. These aren't available … [Read the rest]
My favorite feature of donor-advised funds is the ability to easily donate appreciated stock to maximize tax-efficiency. My second-favorite feature has become the ability to donate anonymously. When I was starting out and figuring out how and … [Read the rest]
If you're leaving your cash in a checking account earning zero interest, you're missing out on a lot of potential interest. Here's my monthly roundup of the best interest rates on cash as of December 2023, roughly sorted from shortest to longest … [Read the rest]
Updated review 2023. A donor-advised fund (DAF) helps you manage the timing of your charitable giving while also maximizing your tax benefits (allowing you to give more). You get the tax break at the time of contribution, which means you can give … [Read the rest]
Charlie Munger held his last in-depth interview with CNBC's Becky Quick in mid-November 2023. The interview was meant for a 1-hour special celebrating Munger's 100th birthday, but was re-edited to become "Charlie Munger: A Life of Wit and Wisdom". … [Read the rest]
Here's a graphic of how much additional income Americans say that they would need to "feel happy and less stressed", as compared to their current annual salary. Taken from this Axios newsletter and data from this Empower survey. On average, … [Read the rest]
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