Self-Paced CFP: Insurance Planning Highlights and Self-Paced Study Experiences

Posted on June 10, 2025 // 4 Comments

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 eChecking Promo: $100 Bonus (New and Existing Customers)

Posted on June 10, 2025 // 2 Comments

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]

Marriott Bonvoy Boundless Card Review: 3 Free Nights (50k Points Each)

Posted on June 5, 2025 // 17 Comments

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]

IHG One Rewards Premier Credit Card Review: 140,000 Points Offer

Posted on June 5, 2025 // 17 Comments

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]

Best Interest Rates Survey: Savings Accounts, Treasuries, CDs, Money Markets, ETFs – June 2025

Posted on June 5, 2025 // 3 Comments

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]

Summer Reading Programs for Kids 2025: Book It, Barnes & Noble, and More

Posted on June 2, 2025 // Leave a Comment

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]

YMCA Free Summer Memberships For Teens (Nationwide but Targeted)

Posted on June 1, 2025 // Leave a Comment

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 High School Summer Pass 2025: Free Gym Membership For Teens

Posted on June 1, 2025 // Leave a Comment

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]

Merrill Edge + BofA Preferred Rewards = Up to $1,000 ACAT Transfer Bonus, Improved Credit Card Rewards

Posted on May 27, 2025 // 43 Comments

Updated May 2025. Merrill Edge is the self-directed brokerage arm formed after Bank of America and Merrill Lynch merged together. They are currently offering an increased cash bonus of up to $1,000 for moving "new money" or assets over to them from … [Read the rest]

Bank of America Unlimited Cash Rewards Card Review: 2% Cash Back for First Year (Up to 3.12% With Preferred Rewards)

Posted on May 26, 2025 // 8 Comments

New limited-time offer. The Bank of America Unlimited Cash Rewards Card is the most simple, straightforward, no-annual-fee credit card in the Bank of America line-up. If you are a Preferred Rewards client, you can increase the cash back earned by … [Read the rest]

Bank of America Customized Cash Rewards Card Review: 6% Cash Back in One Category for First Year (Up to 8.25% with Preferred Rewards)

Posted on May 26, 2025 // 36 Comments

New limited-time offer. The Bank of America Customized Cash Rewards Credit Card is the "3-2-1" cash back rewards credit card in the Bank of America line-up. If you are a Preferred Rewards client, you can increase the cash back earned by 25% to 75%. … [Read the rest]

More Details on Warren Buffett Stepping Back

Posted on May 23, 2025 // 1 Comment

I'm not sure how many of you follow Warren Buffett and Berkshire Hathaway closely, but here are a couple of significant updates as a follow-up to the 2025 Annual Shareholder Meeting where he announced that he was stepping down as CEO at the end of … [Read the rest]

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