While continuing my CFP course on Investment Planning, their sections on portfolio construction and asset allocation contained several updated 2025 versions of charts (including data through the end of 2024) that I have been posting on this site … [Read the rest]
TIAA-CREF recently announced that they are allowing the public to invest in their fixed and income annuities inside a Traditional or Roth IRA (via Bogleheads). This includes their most well-known TIAA Traditional Annuity, which has traditionally … [Read the rest]
Costco has been making several changes recently, and it's not just the new hours. As someone who has recently joined Sam's Club, it is interesting to see how the competition between them has actually made them both better. All … [Read the rest]
The card_name is a straightforward business credit card offering a big early spend bonus offer in addition to ongoing unlimited 2% cash back on all purchases (or better). Here are the highlights: Earn a $1,000 cash bonus when you spend $10,000 … [Read the rest]
Finally... I passed the "Insurance Planning" course for my University of Georgia Self-Paced CFP class. That's only #2 out of the 7 topics, but here are a few quick observations so far: After trying a couple of times... 😅 I was not … [Read the rest]
CIT Bank has a new promo for their eChecking account. Their eChecking has a minimum opening deposit of $100, no minimum balance, and no monthly service fee. The interest rate is low (0.10% on balances under $25,000), but a checking account can be … [Read the rest]
The Marriott Bonvoy Boundless credit card is one of the co-branded rewards card for Marriott hotels (including the 7,000 hotels participating in Marriott Bonvoy® resulting from the merger of Starwood Preferred Guest and Marriott). Here are the … [Read the rest]
The IHG One Rewards Premier Credit Card is the premium IHG hotel co-branded card that includes special IHG perks like a free night award every year you keep the card, Elite status, and every 4th award night free. Here are the … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of June 2025, roughly sorted from shortest to longest maturities. Banks and brokerages love taking advantage of our idle cash, and you can often earning more money while keeping the same … [Read the rest]
Help encourage your kids to read this summer with the following free programs that offer some small incentives if they complete a reading goal and/or challenge: Book It! Summer (Free Personal Pizza) - "Use the BOOK IT!® Mobile App to set … [Read the rest]
Parent of a teen? It can be tricky to find a place for your young teens in the summer time. Check your local YMCA chapter as many are offering free summer YMCA membership for teens. Some are for specific grades, like entering 7th or 8th … [Read the rest]
Planet Fitness is running the High School Summer Pass again in 2025, which is a free gym membership for teens ages 14-19 to work out at any of its more than 2,500+ locations throughout the US and Canada. Valid from Saturday, June 1 through Saturday, … [Read the rest]
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