Strategies & tactics to get ahead financially & in life
No! I’m willing to bet that on more than one vacation, someone has come up to you and offered you something free to sit in on a timeshare sales pitch. If you ever wondered what that experience was like, today is your lucky day! I sat in one of these when I was fresh out […]
I was born in the 80s and so I grew up reading physical books. There’s something about holding a book, flipping through the pages, smelling the paper – you really can’t beat it. But from time to time, you look at your collection of books and realize that it needs to be pared down a […]
Did you know that TD Bank was founded in 1855? The TD in TD Bank stands for Toronto-Dominion – the name of the two banks that would eventually merge to form TD Bank. The Bank of Toronto was founded in 1855 while The Dominion Bank opened its first branch in 1871. It wasn’t until 1919 […]
If you’ve been looking to roll over your 401(k) into a Rollover IRA, it’s one of the best times to take advantage of stock brokerage promotions. Stockbrokers offer promotions that can get into the thousands of dollars because they know you can bring thousands of dollars to your new account. They are always looking for […]
As one of the largest banks in the United States, Wells Fargo has over 13,000 ATMs and 5,400 retail banking locations across the country. If you’ve moved around a lot and still have a Wells Fargo account, it can get tricky to find your routing number. You might need it to set up a direct […]
If you’re looking for a new cashback credit card and are considering the Wells Fargo Cash Wise Visa Card, you’re considering a good credit card. The Wells Fargo Cash Wise Visa Card is appealing for three key reasons – 1.5% cash rewards on purchases, a $150 cash rewards bonus after you spending just $500 in […]
What if I told you there was an investment with a government-mandated guaranteed rate of return? You probably would say – “Thanks Jim, but I’m not a dummy and I know about certificates of deposit and they’re super boring.” (they’re also super safe!) If you could read the title of this post, you probably already […]
Are you looking to get life insurance as fast as possible and, preferably, without having to meet or talk to someone? We tend to only think about life insurance during key milestones in our life – when we get married, have kids, buy a house, or lose a loved one. Other times, that milestone is […]
Every year, I give this list a mini-refresh. This year, with the coronavirus keeping many of us in isolation for a few weeks – there’s a good chance you will start doing some of these! I kid, I kid. These are moves that are important but not urgent. Requesting a credit line increase is not […]
I remember a time when banks could get away with offering t-shirts and toasters to get you to open an account. Nowadays, they offer cash. Hundreds of dollars of cash for new bank accounts. (I know because we keep a list of high dollar bank bonuses) If you’re thinking about opening a KeyBank account, learn […]