Banking & Investing 101
245 posts
OKX Crypto Platform Guide: $500 Bonus, Higher Requirements; Up to 9.1% APY
The signup bonus has increased to $500, likely an all-time high. Too bad the requirements are higher now. If you sign up through the link below, you can still enjoy a permanent 10%...
BBAE US Brokerage Guide: Plaid Deposits Now Supported, Get Up to $650 for Opening an Account, and You Can Sign Up with a Chinese ID Card!
BBAE now supports Plaid deposits, which is much faster. We recommend using this method! If you link your bank account through Plaid, your full deposit amount can be used immediatel...
Webull U.S. Stock Trading Platform: Prediction Markets Give $20 for Free; Open an Account and Get 12 Fractional Shares
Webull has updated its account-opening bonus: open an account and deposit $100 to receive 12 fractional shares, each worth $3-$300. New users can also enjoy one free month of Webul...
High-Interest Account Opening Bonus Rankings: Ultra-Detailed Table Comparison, Up to 27% Deposit Yield!
TradeUp’s limited-time bonus expires on August 31, and Moomoo’s expires on July 31, so act fast. The other high-interest account opening bonuses have all been extended to October,...
Ameriprise Bank Account Bonus: $400 for Checking, $1,000 for Savings
Ameriprise Bank is currently offering an attractive bonus for existing customers: open a new Checking account and make a total of $1,500 in eligible Direct Deposit within 90 days a...
Truist Checking Account Guide: Record-High $500 Sign-Up Bonus, Here’s How to Complete the Requirements!
Truist Checking has increased its sign-up bonus. The requirements aren't complicated: you need to receive a total of $2,000 in direct deposits and complete 20 debit card purchases....
Investment and Stock Brokerage Account Opening Bonus Rankings: Moomoo, Webull, TradeUP, BBAE Exclusive Offers for Our Readers; Up to $10,000+!
Many brokerages are offering limited-time bonuses this month. If you’re planning to open an account and snag a high-value reward at the same time, don’t miss this. Details below....
The Path to Financial Freedom: How Should You Plan Insurance? How Do You Choose Between Term Life and IUL?
This is where insurance fits in a financial freedom plan. Insurance is not meant to make us wealthy, nor to replace an investment account. Its role is: Before achieving financial f...
The Path to Financial Freedom: How Should You Use Retirement Accounts When You Need Money Fast, Face a Serious Illness, or Retire?
This article is very important because financial freedom does not end once you put money into the account. When it’s time to actually use that money, the taxes, restrictions, and r...
Path to Financial Freedom: A Must-Read for Middle- and High-Income Earners! Tax-Saving Tips for Contributing More to Roth
For most high-income households, Backdoor Roth IRA and Mega Backdoor Roth are both Roth strategies well worth understanding. They aren’t universal solutions, but when used correctl...
SoFi Bank and Investing Account: Limited-Time $475 Signup Bonus, Stackable with $200 from Cashback Portals!
SoFi’s signup bonus has increased to $475, which should be the highest ever! The bonus is fairly easy to earn, and you can now stack it with cashback portal rewards too. Opening th...