Strategies & tactics to get ahead financially & in life
Are you looking to open a new brokerage account but aren’t sure which one? Many brokerage firms compete for business by offering new account bonuses based on the assets you can transfer to their platform. While the bonus shouldn’t the only consideration, it can be a big one since the dollar amounts are so large […]
Earlier last year, we replaced our clothes washer and dryer. Both appliances were old, nearing the end of their useful lives, and, more importantly, we were renovating our pantry area after a burst pipe and flooding incident. We were only a few years from replacing them and, using a small surplus of insurance money, we […]
Last year at Fincon, I was invited to meet with the folks who created Twine. This happens a lot at Fincon because companies are always looking to promote their new products and services and I tend to only go to the events where I think the company is interesting and if my other blogger friends […]
Aspiration doesn’t sound like a name for a financial institution. It sounds like a self-help site that shows photos of the author on top of a mountain near Machu Picchu. You know the photo I’m talking about. 🙂 But it is and I think what they are hoping to accomplish is something many other financial […]
Taxes are complicated. They’re not hard, they’re complicated. They’re complicated in the same way that old computer systems are complicated. As a software developer, it’s not uncommon for you to update old code to perform new functions. What often happens, especially in poorly designed systems, is that you just update the code. You don’t redesign […]
For years, Google Finance was one of the best portfolio trackers available. You could put in a list of stocks, including transaction information, and it would give you a snapshot in moments. It even kept a cash balance so that transactions could reflect an actual portfolio. It was one of the go-to platforms for investment […]
When I was looking to buy our first house, back in the mid-2000s, I was surprised to learn that there were so many different types of mortgages. I’d heard about 15-year fixed and 30-year fixed mortgages. But then you had jumbo mortgages. And adjustable rate mortgages. And interest-only mortgages. Then FHA and HUD and VA […]
When Shark Tank first aired, I fell in love with the show. It was the first time you could get a peek at how entrepreneurs pitched their companies and their products. Some were polished, giving really good pitches to the panel, and some were excellent businesses that fit nicely with one of the Sharks’ existing […]
Every few months, someone will publish an article about how folks making $xx,xxx per year don’t feel rich. The latest I’ve seen is a MarketWatch piece where that number was $90,000. It referred to a YouGov survey in which 87% of 1,163 respondents said that if you made $90,000 a year, you weren’t rich or […]
Need to get a money order but don’t know where to get one, how they work, or how much it’ll cost you? We’re here to help! We’ll explain how money orders work, why you might want one, and then explain the best places to buy a money order as well as the best place to […]