Updated new member bonuses. Wings Financial Credit Union continues to expand aggressively with a $300 checking bonus plus a doubled $100 refer-a-friend bonus for new members (along with some other promotions). Please note that each bonus has its … [Read the rest]
Deal is back again through 11/22. Get a $10 Target GiftCard with $100 Apple Gift Card purchase. A simple deal if you plan to buy any Apple products/services in the future (and have a free Target Circle membership). While supplies last. Stack … [Read the rest]
Warren Buffett will step down as CEO of Berkshire Hathaway at the end of 2025, which also means he will no longer write the Annual Shareholder Letter and take questions at the Annual Shareholder's Meeting which have become so famous. Instead, he is … [Read the rest]
My last post on treating your kids' 529 plans as the equivalent of Roth IRAs had me thinking again about asset allocation. If you plan on spending your 529 assets when your child is age 18-21, then your time horizon starts to get very short, very … [Read the rest]
A new automated investing app called FutureMoney is advertising something called the Junior Roth IRATM with some pretty awesome "key benefits", according to their site: - Tax-free growth potential - No earned income required to make … [Read the rest]
Bonus increased to $175 for limited-time. Current is a fintech, with banking services provided by Choice Financial Group, member FDIC. After the whole Synapse/Juno/Yotta fiasco, I no longer recommending keeping significant balances in a fintech, … [Read the rest]
Bask Bank has a new promotion for their Interest Checking account: Open a new Bask Interest Checking Account between November 1, 2025, and January 31, 2026. Offer is available to new Bask Interest Checking customers who do not have an existing … [Read the rest]
Update: Savings I Bonds bought from November 1, 2025 to April 30, 2026 will have a fixed rate of 0.90% and inflation rate of 3.13%, for a total composite rate of 4.03% for the first 6 months. Compare the total rate with the current short-term … [Read the rest]
Bonus now EXPIRED. Ally Bank has a new checking account promotion for their "Spending Account". You must open your first Spending Account by 11/18/2025 and use the promo code GET300, fund it within 30 days of opening, and set up qualifying direct … [Read the rest]
The Financial Times (a British newspaper) has a rare profile of Fidelity Investments (paywall, archive) with the title "Can Fidelity keep its grip on America’s investments?". Fidelity is privately-held (49% by the founding Johnson family now in its … [Read the rest]
Groupon has a limited-time deal on new Costco Gold Star or Executive Memberships. There are two options. Offer expires December 21, 2025. $65 for Gold Star Membership Package 1-year Gold Star Membership (normally $65 by … [Read the rest]
Citi has joined in the ultra-premium rewards card category with the Citi Strata Elite credit card. As with similar cards, there are a lot of travel-related perks, some associated "lifestyle" perks, and a hefty annual fees. Yet our "lifestyle" is … [Read the rest]
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