SoFi Bank and Investment Accounts: Limited-Time $475 Signup Bonus, Plus $200 from Cashback Portals!
SoFi’s signup bonus has increased to $475, which may be the highest ever! The bonus is fairly easy to earn, and you can now stack it with cashback portal rewards. Opening this bank...
The Road to Financial Freedom: Portfolio Rebalancing in U.S. Investing — Should You Sell When Stocks Have Risen Too Much?
This article explains a concept that is very important in long-term investing but often overlooked by beginners: rebalancing. Simply put, rebalancing is not about predicting the ma...
Path to Financial Freedom: How to Choose Between U.S. Index Funds VOO, VTI, QQQ, VT, and SGOV?
Now that we have these accounts that can help us save on taxes while also allowing us to invest, and the money inside them keeps growing, how do we choose a suitable product that w...
Financial Freedom Roadmap: How Much Do You Need in the U.S. to Be Free?
If the U.S. financial freedom roadmap is about how an ordinary family should get started, then this article is about where the finish line probably is—and how different families ca...
Roadmap to Financial Freedom in the U.S.: How Should a Typical Family Start Managing Money?
This article lays out the master roadmap for the “American Financial Freedom Toolbox” series and ties together the articles we’ve published so far. It doesn’t go deep into the deta...
Get a $50 Sign-Up Bonus Too: OnePay Wednesday Gas Deal Saves $1 per Gallon, Up to $1.50 with Stacking
With the war in Iran, gas prices are currently elevated. If you drive a gas-powered car, OnePay’s new Wednesday gas promo is worth a look. The rules are simple: every Wednesday, wh...
A Complete Guide to HSA (Health Savings Account): One of the Best Tax-Advantaged Accounts in the US
For many people working in the United States, if their employer offers an HSA-eligible HDHP, an HSA is likely one of the most valuable employee benefits to take advantage of. It ca...
TradeStation Review: Professional Brokerage With a $250 New Account Bonus
Sign up for TradeStation through the link below and deposit $5,000 within 30 days of opening your account to earn a total of $250. The bonus is paid out over five months at $50 per...
A Collection of Discontinued U.S. Credit Cards
After many years of using credit cards, I’ve seen cards come and go. Some were discontinued because their perks were so generous that the banks were losing money. Others were disco...
2026 Credit Card Reimbursement Roundup: Q3 and Second-Half Reimbursements Begin!
The third quarter and second half of 2026 have started. If you have any of the cards below, it’s time to start submitting your Q3 and second-half reimbursements. I’ve organized eve...
Chase Sapphire Reserve (CSR) Credit Card: Marriott Gold Included; 100,000-Point Welcome Bonus, Tons of Credits!
The Chase Sapphire Reserve card’s complimentary 3-month Marriott Gold offer is back. Just enroll between July 1 and September 30 to get it. If you complete three paid stays within...
