Author: Jim Wang

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How to ACATS Lock Your Brokerage Account

Whenever you want to move brokerage accounts, you typically use ACATS to do it. ACATS stands for Automated Customer Account Transfer...

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How to Prepare for a Recession

A couple years ago, the warning signs of a recession were mostly talk. But in 2026, this concern is much higher and if you aren’t...

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How Many Blank Passport Pages You Need for Every Country

Most travelers check their passport expiration date before a trip, but another rule can cause problems at the airport: how many blank...

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The HALT Rule Will Help Make You Rich

Money decisions are hard because they always involve the future. If you’re trying to save for retirement, your lizard brain has difficult...

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How to Stop Your Phone from Eavesdropping On You

Have you ever mentioned something in passing to a friend and then suddenly see ads for it everywhere? They say it’s a coincidence. They...

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How I Used ChatGPT to Contest My Property Taxes

Update: This post is a work in progress as every step takes quite some time. As of early February, I’ve submitted a Written Appeal given...

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How to Watch the Olympics for Free (or really cheap)

The Olympic Winter Games are set to start on February 6th and end on the 22nd, with some preliminary events starting as early as the 4th of...

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How to Get an IRS Identity Protection PIN

If you’re concerned about tax identity theft, your best protection is to get a 6-digit IRS Identity Protection PIN (IP PIN) from the IRS...

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How to Deal with Unsolicited Scam & Fraud Calls

I live in Maryland but have a cell phone number from Pittsburgh. Every single day, I get calls from a 412 area code because my number is a...

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CDValet Review 2026: Compare Rates for 30,000+ CDs

Founded in 2021, CD Valet is a searchable database of certificate of deposit rates created by John Blizzard through Seattle Bank, where he...

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