Update July 2024: Looks like Fidelity is ending this little experiment. They are no longer accepting new applications. It was fun to try out and collect the various incentives. Update January 2024: If you have the Fidelity Bloom app, this is a … [Read the rest]
The beginning of the year is also a good time to check on the new annual contribution limits for retirement and benefit accounts, many of which are indexed to inflation. Our respective incomes have been quite variable these last few years, so I … [Read the rest]
Happy New Year! 🎉 🥳 It's time to take a look back and see how the year went for the broad asset classes that I track. Per Morningstar, here are the total annual returns (includes price appreciation and dividends/interest) for … [Read the rest]
Update: Still on sale, but not as low as 12/27. As low as around Black Friday. The benefit of “old-school” desktop tax software is that it doesn’t require your Social Security Number and income details to be stored in the “cloud”, a fancy word for … [Read the rest]
If you are considering a year-end contribution to a 529 college savings plan, you may be concerned about the possibility of not using the full balance. To be honest, this is not something that I worry about at all (spread across three kids, I … [Read the rest]
NASA Federal Credit Union (NASA FCU) has a new checking account promotion that is a bit of extra work, but may be worth it when you consider they often have pretty good certificate rates (see current special rates including 9-month CD at 5.70% APY). … [Read the rest]
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. M1 is offering a $100 bonus if you open a new account with $10,000 and maintain it for 30 days. You'll also get 6 months free of their M1 Plus premium service. Here are the referral bonus details. Here is my M1 referral link (thanks if you … [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 that time of year again, when you've run out of time for that perfect, clever, thoughtful gift and those gift cards start looking like a very appealing option... Amazon is having a big last-minute gift card sale and their combo cards seem nice … [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]
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