Principles: Life and Work by Ray Dalio is a bestselling book by the billionaire investor and founder of Bridgewater Associates. The book outlines both his personal development and investment philosophies and has been on my reading list for a … [Read the rest]
Principles by Ray Dalio – YouTube Summary For Short Attention Spans
May 9, 2018 By Leave a Comment
Last updated: April 25, 2019
Auto Insurance: How Much Will An Accident Claim Increase Your Premium?
May 8, 2018 By 3 Comments
Here's an infographic from HowMuch.net that charts how much your annual auto insurance premium will go up after just one claim: Auto insurance companies portray themselves as friendly and forgiving in television commercials, but they are less … [Read the rest]
Last updated: May 8, 2018
Non-Financial Retirement Planning: List 10 Retired Activities
May 8, 2018 By 7 Comments
Ever notice that every book on "How to Retire" is really just about how to accumulate a big pile of money? I'm currently in the middle of How to Retire Happy, Wild, and Free by Ernie Zelinski, which contains absolutely nothing about mutual funds, … [Read the rest]
Last updated: April 25, 2019
Completed Sample IRS Form 709 Gift Tax Return for 529 Superfunding / Front-Loading
May 6, 2018 By 72 Comments
Updated. Let's say you are fortunate enough to be able to make a large contribution to a 529 college savings plan, perhaps for your children or grandchildren. You read from multiple sources that you are able to contribute up to $75,000 at once for … [Read the rest]
Last updated: May 16, 2021
Marriott Rewards Premier Plus Card Review
May 3, 2018 By 2 Comments
The Marriott Rewards Premier Plus Credit Card is the new co-branded card from Chase and the newly-merged Marriott/Starwood/Ritz-Carlton rewards program. The current bonus is 75,000 bonus Marriott Rewards points after spending $3,000 in 3 months. … [Read the rest]
Last updated: February 13, 2019
Open University: UK-Based, Regionally US-Accredited Online Bachelor’s Degrees
May 3, 2018 By 2 Comments
If you are interested in online college education, definitely read How Open University Works: An Insider’s Perspective by Manoel Cortes Mendez. The Open University (OU) is a public, nonprofit UK university that was founded in 1969 with a focus on … [Read the rest]
Last updated: May 3, 2018
Barron’s Best Stock Brokerage Rankings 2018
May 2, 2018 By 9 Comments
Barron's has released their 2018 online broker rankings. The considerations include trading experience/technology, usability, mobile trading, range of offerings, research tools, customer service, and cost. The Barron's list always comes from the … [Read the rest]
Last updated: December 21, 2019
Best Interest Rates on Cash – May 2018
May 1, 2018 By 19 Comments
Interest rates are rising. Rate-chasing is becoming more worthwhile again. Here is my monthly roundup of the best safe rates available, roughly sorted from shortest to longest maturities. Check out my Ultimate Rate-Chaser Calculator to get an idea … [Read the rest]
Last updated: August 9, 2018
Savings I Bonds May 2018 Interest Rate: 2.22% Inflation Rate, 0.30% Fixed Rate
May 1, 2018 By 21 Comments
Update 5/1/18. The fixed rate will be 0.30% for I bonds issued from May 1, 2018 through October 31, 2018. The variable inflation-indexed rate for this 6-month period will be 2.22% (as was predicted). The total rate on any specific bond is the sum … [Read the rest]
Last updated: May 1, 2018
Tipping Chart: Low vs. Average vs. High Tipper Survey
April 30, 2018 By 26 Comments
Tipping. Everyone's got an opinion. The thing I hate most about tipping is the feeling of "I'm not doing this right". To better understand it, I read a book about tipping by a veteran waiter. There are now several "tipping guides", but I like … [Read the rest]
Last updated: May 1, 2018
Amazon Price Hike: Gift of Prime Membership Still $99
April 29, 2018 By 23 Comments
Amazon Prime has announced the following price increases to $119 per year: Starting May 11, 2018, new members will be charged $119/year for an annual Prime membership and $59/year for an annual Prime Student membership. Starting June 16, 2018, … [Read the rest]
Last updated: May 8, 2018
Betterment Review: Customized Asset Allocation, Human Financial Advisors
April 26, 2018 By 5 Comments
Updated April 2018 with custom ETF allocations. Betterment is an independent hybrid digital/human advisor that will manage a diversified mix of low-cost index funds and help you decide how much you'll need to save for retirement. (By independent, … [Read the rest]
Last updated: February 1, 2021
The Best Credit Card Bonus Offers – May 2024
Big List of Free Stocks from Brokerage Apps
Best Interest Rates on Cash - May 2024
Free Credit Scores x 3 + Free Credit Monitoring
Best No Fee 0% APR Balance Transfer Offers
Little-Known Cellular Data Plans That Can Save Big Money
How To Haggle Your Cable or Direct TV Bill
Big List of Free Consumer Data Reports (Credit, Rent, Work)