Update August 2024: Offer has been extended to 8/31/24. Previous deadline was 7/31/24. You get 1% to hold through 8/31/25 and another 1% when you hold through 8/31/26. Original post (with old deadlines): The Webull brokerage app is … [Read the rest]
Webull ACAT Transfer Bonus: 2% of Assets, up to $100,000 Bonus (Extended)
Posted on August 4, 2024 // 3 Comments
Last updated: August 4, 2024
Free Instacart+ & Credits with Select Credit Cards (Expired)
Posted on July 30, 2024 // 4 Comments
Update: This offer is expired. The last day to activate this benefit was July 31st, 2024. You can add multiple eligible Chase Sapphire/Slate/Freedom flavors and they will stack to extend your free membership further and further. Just keep going … [Read the rest]
Last updated: August 1, 2024
Americans Are Keeping Their Cars and iPhones Longer Than Ever
Posted on July 30, 2024 // 5 Comments
Even though we as Americans like dining out a lot more than cooking at home, even if it costs more, we're not totally crazy spenders. From Sherwood News: We are keeping our cars for longer. We are keeping our iPhones for … [Read the rest]
Last updated: July 18, 2024
Americans Spend More Money Dining Out than Eating at Home (Again)
Posted on July 29, 2024 // 9 Comments
Like everyone else, we've been hit with inflation both at the grocery store and while dining out. Eating at a sit-down restaurant with our family of five has been a $100+ affair for a while now (gotta tip 20% with the chaos that we bring!), but … [Read the rest]
Last updated: July 29, 2024
American Express® Gold Card: 60,000 Points Welcome Offer, $84 Dunkin’ Credit, $100 Resy Credit, $120 Uber Cash, $120 Dining Credit
Posted on July 26, 2024 // 4 Comments
The card_name has been refreshed in order to get back to its former glory as a status card with several new perks and credits mostly related to travel and dining. Here are the highlights: 60,000 Membership Rewards(R) Points after $6,000 in … [Read the rest]
Last updated: March 6, 2025
Charles Schwab Brokerage: Up to $6,000 New Deposit / Transfer Bonus (New & Existing Customers)
Posted on July 26, 2024 // 15 Comments
Update: Schwab has suspended/ended this "Up to $6,000" transfer promotion as of October 2024. The referral offer appears to still be available, which is up to $1,000. Brokerage firms constantly compete for "assets under management", and many … [Read the rest]
Last updated: October 25, 2024
American Express® Business Gold Card Review: 100,000 Bonus Points, 4X and 3X Rewards, $240 Flexible Business Credit, $155 Walmart+ Credit Annually
Posted on July 25, 2024 // Leave a Comment
Updated with increased 100k offer. The card_name is a premium card for small businesses with excellent features like purchase price protection, travel accident insurance, car rental coverage, and the famous AMEX extended warranty that actually pays … [Read the rest]
Last updated: January 16, 2025
Utah My529 Plan Lowers Fees Again: A Consistent History of Fee Drops
Posted on July 25, 2024 // 1 Comment
I choose to maintain funds inside the Utah My529 college savings plan for all three of my children. Formerly known as the Utah Educational Savings Plan (UESP), this plan has become my primary, favorite plan after trying out several different ones. … [Read the rest]
Last updated: July 17, 2024
529 College Savings Plans: All 50 States Tax Benefit Comparison (Updated 2024)
Posted on July 24, 2024 // 33 Comments
Updated for 2024. Morningstar is a great resource for research on 529 college savings plans, and they have recently updated their annual deep dive on 529 plans: The 2024 529 Savings Plan Landscape (e-mail required). When choosing a 529 college … [Read the rest]
Last updated: July 18, 2024
Visible Wireless Discount: $20/Month for 2 Years, Visible+ $35/Month for 2 Years ($240 Savings)
Posted on July 23, 2024 // 4 Comments
Visible Wireless is one of multiple discount MVNOs that use the Verizon network, but they are the only one directly owned by Verizon. Right now, they have a new offer with promo code CHAMP that discounts their standard plan by $5 a month ($20/mo … [Read the rest]
Last updated: July 22, 2024
Sequence Money Map: Flowchart Your Income, Expenses, and Savings with Conditional Logic
Posted on July 23, 2024 // 4 Comments
Here's a new idea that I haven't seen yet: GetSequence.io lets you apply a flowchart system with simple If/Then conditional statements to your cashflow. Imagine a visual map connecting your financial accounts and being able to manage the flow of … [Read the rest]
Last updated: July 17, 2024
Fintechs Missing $100 Million of Deposits Gets More Mainstream Media Attention
Posted on July 22, 2024 // 7 Comments
Here's an update on the Yotta/Juno/Synapse/Evolve Bank situation that I wrote about back in June. Unfortunately, nothing really new has happened to help the consumers affected, but perhaps because of that plus the fact that nearly $100 million is … [Read the rest]
Last updated: July 17, 2024
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