eMoney Advisor (Client Perspective) My Financial Advisor Uses eMoney: How the Client Portal Changed Our Meetings Wow! Meeting with my money helper used to feel like just talking, but now we have a shared magic screen! My financial advisor uses a tool called eMoney, and they gave me my own login (“client portal”)! Now, during … Read more
Identity Guard How Identity Guard with Watson AI Found Threats Other ID Services Missed Ever feel like regular identity protection misses sneaky clues? Identity Guard uses fancy IBM Watson AI, like having a super-smart robot detective scanning WAY more than just credit reports! It looks for unusual patterns across accounts and online activity. Once, it … Read more
Writing & Publishing (Books, Kindle) How I Made My First $100 Self-Publishing a Short Ebook on Amazon KDP I loved baking sourdough bread and decided to compile my beginner tips into a short, 10,000-word ebook. I wrote it over a few weekends, used Amazon KDP’s free tools for formatting, and designed a simple cover using … Read more
Investing (Stocks, Bonds, etc.) Explained How I Started Investing With Just $100 (And Turned It Into $1000) Sarah felt intimidated by investing, thinking she needed thousands. Then she discovered an app allowing fractional shares. With just $100, she bought tiny slices of companies she knew, like Apple and Amazon, plus a broad market index fund. … Read more
Off-Camera Skills How My Mechanic Skills Made My YouTube Channel Pop My videos felt flat, just me talking about stuff everyone else talked about! I felt like just another voice in the crowd, totally forgettable. Then I realized my mechanic skills – knowing how things really work underneath – could be my superpower! I started … Read more
Solium Shareworks (now part of Morgan Stanley) Managing My Stock Options with Shareworks: My Experience Before/After Morgan Stanley My stock options felt like special game tokens stored in the Shareworks arcade! Using the platform felt sleek and modern, like playing a cool new game. When Morgan Stanley joined, it felt like the arcade got a … Read more
NewRetirement How NewRetirement Showed Me I Could Retire 5 Years Earlier Than I Thought (My Scenario Plan!) OMG! Imagine finding out the big playground party starts way sooner than you expected! That’s how I felt using NewRetirement! I put in all my grown-up savings info, my plans, my wishes… and their magic calculator showed me … Read more
Travel Hacking / Consulting How I Booked a $1000 Flight for $50 Using Credit Card Points (My First Hack!) I’d diligently collected points from a Chase Sapphire Preferred card sign-up bonus. Researching frantically, I found a United Airlines flight to Hawaii normally costing $1,000. By transferring my Chase points to United MileagePlus during a transfer … Read more
IdentityIQ IdentityIQ Alerted Me to Potential Fraud FAST: My Real Identity Scare Story Imagine getting a scary alert that someone tried opening a credit card in your name – terrifying! That happened to me, but thankfully IdentityIQ sent me a notification almost instantly! It felt like having a super-fast guard dog barking at danger! Because … Read more
App Development & SaaS (Software as a Service) How I Built My First App With No Coding Skills (Using No-Code Tools) I had an idea for a simple project management app for personal use but zero coding ability. Discouraged, I stumbled upon no-code platforms like Bubble and Glide. I chose Glide because it could turn … Read more