I've been a Vanguard customer (ahem, owner) for 23 years now. As such, I've also been one of those long-time customers that has been disappointed to see their struggles with customer service for their individual retail brokerage clients. One of my … [Read the rest]
Updated and back for 2025. Laurel Road is a digital subsidiary of KeyBank (not a fintech) that reminds me of SoFi in that they are building a relationship that starts with student loan refinances and then expands to personal loans, mortgages, bank … [Read the rest]
Updated for 2025. Truist Bank formed from the merger of BB&T and Suntrust Banks, now roughly the 10th largest US bank with branches in 17 states and DC. Trust has brought back a $400 checking bonus for new checking customers that have a mailing … [Read the rest]
Huntington Bank is offer a $600 bonus when you open a new Platinum Perks Checking account and make total new money deposits of $25,000 or more within 90 days of account opening and keep account open for 90 days. No monthly maintenance fee with … [Read the rest]
Back again. Chase Bank has a Total Checking + Savings account promotion offering up to $900 total for new customers that open both a checking and savings account with them along with additional specific requirements. This offer comes around … [Read the rest]
Update 1/18/25. Amazon has some sale prices for the TurboTax + $10 Amazon gift card bundles (not Product only). Might be 1-day only, might last through the holiday weekend. The benefit of “old-school” desktop tax software is that it doesn’t … [Read the rest]
Amazon Pharmacy is offering a $15 Whole Foods gift card promo for your first order. Most insurance plans qualify, but not government insurance. You are eligible to redeem this offer if you place your first Amazon Pharmacy order during the … [Read the rest]
Although I continue to monitor the best interest rates out there, in 2024 I made the conscious decision to tone down my rate-chasing and look for a lower maintenance setup that still gets a solid interest rate on my cash. Warning: This is going to … [Read the rest]
Robinhood brokerage app has some solid Retirement account promos for the New Year. There are much fewer brokerage promos that include both IRA rollovers and 401k rollovers. These can be very lucrative with a large retirement balance, especially as … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of January, roughly sorted from shortest to longest maturities. Banks love taking advantage of our tendency for idle cash, and you can often earning more money while keeping the same … [Read the rest]
Here’s my 2024 Year End income update as a companion post to my 2024 Year End asset allocation & performance update. Even though I don't focus only on high-dividend stocks, income-focused ETFs or high-yield bonds - I consider myself focused on … [Read the rest]
The World of Hyatt Business Credit Card issued by Chase is the small business version of the consumer World of Hyatt credit card. Here are the highlights: 60,000 Bonus Hyatt Points after you spend $5,000 on purchases in your first 3 months … [Read the rest]
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