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TurboTax Desktop 2023: Deluxe Federal & State $55 w/ $10 Amazon Gift Card (Premier $75 w/ $10 GC)

Update: Still on sale, but not as low as 12/27. As low as around Black Friday. The benefit of “old-school” desktop tax software is that it doesn’t require your Social Security Number and income details to be stored in the “cloud”, a fancy word for … [Read the rest]

Worried about Overfunded 529 Balances? The Half-Time Community College Method

If you are considering a year-end contribution to a 529 college savings plan, you may be concerned about the possibility of not using the full balance. To be honest, this is not something that I worry about at all (spread across three kids, I … [Read the rest]

Chase Ink Business Preferred Card Review: 100,000 Points worth $1,250 Towards Travel

Updated with new 100k offer. Business credit cards can be used by self-employed or side-gig workers with eBay, Amazon, Etsy, Uber/Lyft, Adsense or other 1099 income that make you a sole proprietorship. The Ink Business Preferred(R) Card has a new … [Read the rest]

NASA FCU Premier eChecking Account: $300 Bonus

NASA Federal Credit Union (NASA FCU) has a new checking account promotion that is a bit of extra work, but may be worth it when you consider they often have pretty good certificate rates (see current special rates including 9-month CD at 5.70% APY). … [Read the rest]

IKEA Gift Card Promo: Buy $50 Gift Card, Get $10 eGift Card

Buy a $50 IKEA eGift card, get bonus $10 eGift Card. Not bad, 20% off. Not sure how to read the limit (see terms below), it is only one $10 bonus card? Set to expire 12/23/23, but this offer comes around every once in a while and often ends … [Read the rest]

Lowe’s: Buy $50 Gift Card, Get $10 eGift Card Free

We are in the home stretch of 2023. I hope that you all will be able to spend time with friends and family this holiday season. Posting will be extra brief and sporadic for the rest of the year. Buy $50 in Lowe's Gift Cards, get a $10 bonus … [Read the rest]

M1 Brokerage: $100 Referral Bonus w/ $10,000 Deposit

Updated. M1 is offering a $100 bonus if you open a new account with $10,000 and maintain it for 30 days. You'll also get 6 months free of their M1 Plus premium service. Here are the referral bonus details. Here is my M1 referral link (thanks if you … [Read the rest]

Targeted Fidelity Customers: Free TurboTax Premium Online ($5 for Download)

Fidelity Investments is offering selected customers free access to TurboTax Online Premium (Federal and State), or $5 for the TurboTax Premier Desktop edition. To find out if you are eligible, it is suggested that you look for the offer under … [Read the rest]

Top FDIC-Insured Savings Account Interest Rate vs. Inflation (2017-2023)

Whenever an article mentions the "average savings account rate", I find that information useless. There are a lot of zeros in that average! But this Axios article has an interesting chart comparing the top savings rate vs. the rolling 3-month … [Read the rest]

Amazon Last-Minute Gift Card Sale: Up to 20% Off (Apple, Cheesecake Factory, Lowe’s, Combos)

It's that time of year again, when you've run out of time for that perfect, clever, thoughtful gift and those gift cards start looking like a very appealing option... Amazon is having a big last-minute gift card sale and their combo cards seem nice … [Read the rest]

Healthcare FSA Warning: Average Lost Contribution was $300-$400 Per Person

It's mid-December. Do you know where your Healthcare Flexible Spending Account (FSA) contribution are? If it's still sitting in your FSA, your employer may be waiting to pocket it shortly (subject to possible carryover or grace period). … [Read the rest]

Mint to Credit Karma Transition: Financial Account Tracking and Budgeting Alternatives

Mint.com, the financial dashboard and budget tracking website bought by Intuit in 2009, is "shutting down" on January 1st, 2024 (update: now extended to March 2024). Shutting down doesn't feel like quite the right word, as though the Mint brand is … [Read the rest]