Brexit

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A few of you are waiting for me to talk about Brexit. Part of me is honored that you care about my opinion. The other part of me is appalled that you care about my opinion. Why would you listen to me?!? ;) Here goes: I don't know what's … [Read the rest]

Costco Members: Free Sam’s Club Access Through July 4th

Sam's Club must be tired of Costco getting all this free publicity from them switching from American Express to Visa. Their Twitter account just announced that showing your Costco Membership card will get you a free day pass to any Sam's Club … [Read the rest]

Index Funds: The Movie

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Have you been unsuccessfully searching Netflix for a 72-minute documentary about index funds? Well, your wait is finally over. Game of Thrones, watch your back! :) Also adapted from a book of the same title, Index Funds: The 12-Step Recovery … [Read the rest]

Top 5 Retirement Savings Tips from John Oliver

John Oliver again tackled personal finance on his HBO show Last Week Tonight, this time exploring retirement savings. (He previously covered credit reports.) Here is the full video link, embedded … [Read the rest]

BankAmericard Cash Rewards™ Credit Card Review: $100 Bonus, Preferred Rewards Bonus

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Updated. As of June 1st, 2016, the 2% cash back includes both grocery stores and wholesale clubs (up to 3.5% with Platinum Honors Preferred Rewards), with the spending cap raised to $2,500 in combined gas, grocery, and wholesale club purchases per … [Read the rest]

Free Amazon Credits from Apple eBooks Antitrust Settlement

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The short version: Apple settled an e-Book antitrust lawsuit for $400 million. Click here and log in to instantly check if you were awarded any credit automatically to your Amazon account. Note the purchases that count would have been made … [Read the rest]

5% Cash Back Credit Cards: Rotating Categories Update 2016

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Updated June 2016. Activation for 3rd quarter now open. Chase Freedom 5% back on Wholesale Clubs (including Costco, Sams Club, and BJs) extended until September 30th. Other notable 5% categories include restaurants, home improvement stores, and … [Read the rest]

New Costco Anywhere Visa Card by Citi Review

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Updated June 2016; Now open to new applicants. Citi and Costco have released the details of their new co-branded credit cards, the Costco Anywhere Visa® Card by Citi and the Costco Anywhere Visa® Business Card by Citi. Here's a quick overview of t … [Read the rest]

Fidelity Portfolio Advisory Service (PAS) Fee Schedule

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From time to time, people ask to send me details of their current portfolio for some advice. I usually decline respectfully as I don't feel qualified to provide specific investment advice, but I did accept a copy of the general fee schedule for … [Read the rest]

I Tried Harry’s Free Razor Trial and This Is What Happened…

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...that's the ad text that they used to target me, apparently someone who may be interested in bright-orange, modern-looking razor blades. I couldn't find the exact ad again, but a similar one is to the right. (Alternate title: Harry's Free Trial … [Read the rest]

Reasons For Owning High-Quality Bonds

Here are some helpful resources on owning only bonds of the highest credit quality as part of your portfolio asset allocation. David Swensen in his book Unconventional Success argued that alignment of interests is important. With stocks, the … [Read the rest]

529 Plan Interactive Comparison Map and Tax Deduction Calculator

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The Vanguard 529 College Savings Plan (based in Nevada but open to all state residents) is one of the consistent Morningstar top-ranked 529 plans and one of my three personal finalists when choosing a plan for myself. While poking around the … [Read the rest]