Archive for June, 2016


Brexit and Your Investments: What Should You Do?

Posted by Don on June 30, 2016

If you’ve watched any financial news lately or opened up a newspaper, you know that the United Kingdom has voted to remove itself from the European Union, also known as Brexit. If you are like many people, you don’t fully grasp what this truly means. As a result, you rely on the news to provide […]

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529 Plans versus UTMA Accounts

Posted by Don on June 28, 2016

When I was growing up, my parents used an UTMA account to save money for my college expenses. Back then, it was really the only way to save for a child’s education. Nowadays, the 529 is a popular option. You may have heard about both types of accounts, but don’t know what the differences are […]

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Alaska Airlines 30,000 Mile Sign Up Bonus

Posted by Madison on June 24, 2016

A reader just let me know about an increase in the sign up bonus for the Alaska Airlines Visa card. The bonus in now 30,000 miles; we picked up this card earlier this spring when the sign up bonus was only 25,000 miles. In addition, they offer an annual companion fare on a round trip […]

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We all want to become overnight millionaires. There are get rich quick infomercials on just about every late night television channel. Some people turn to the stock market in hopes of picking the next Apple or Google, but many times, this effort fails miserably. Yet, the allure of a penny stock still draws in many […]

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3rd Quarter 2016 5% Rotating Cash Rewards Credit Cards

Posted by Madison on June 20, 2016

3rd quarter cash back is here! It’s time to organize, activate and put your cards into a regular rotation. Reevaluate Quarterly Cash Rewards It’s our quarterly check-in to reevaluate the cards we are carrying to take advantage of the best 3rd quarter 2016 cash rewards credit cards bonuses. Every quarter we reevaluate the cash back […]

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New Fidelity Rewards 2% Cash Back Credit Card

Posted by Madison on June 17, 2016

Fidelity is switching their Fidelity Investment credit card from American Express to Elan. The Fidelity Investment Rewards Card earns 2% cash back on all purchases. I rotate our credit cards quarterly to earn the highest reward on all of our purchases, but I do have a favorite everyday spending card. I’ve used our Fidelity card […]

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Best Credit Cards to Maximize Cash Back at Costco

Posted by Madison on June 16, 2016

Next week, Costco is making the switch from American Express to Visa cards. With the switch, there are plenty of new options to earn cash back. The good news is that you probably already have some of these cards in your wallet, or tucked away wherever you store your cards that aren’t in rotation right […]

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How to Ask for a Raise

Posted by Don on June 14, 2016

It’s no secret that incomes have not been rising the past few years. While the prices of the goods we buy continue to rise, our paychecks stay the same, resulting in our monthly budget getting tighter and tighter each year. How do you overcome this? You need to earn more money. One way to do […]

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Amazon $5 Credit When You Reload $100 in Gift Cards

Posted by Madison on June 10, 2016

Amazon is giving out $5 promo codes when you reload an Amazon Gift Card. You’ll have to hurry… this one expires June 15! Like most Amazon offers, it is targeted, so you’ll have to see if you qualify first: Amazon Gift Card offer. If you do, it’s an easy way to earn a free $5 […]

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4 Things to Consider Before Downsizing

Posted by Don on June 9, 2016

Once the kids are grown up and move out, many parents look to downsize their homes. This makes sense of course on the surface. With fewer people in the house, there is less of a need for all of the extra space. Plus, a smaller house could mean a smaller mortgage or even no mortgage […]

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