FDIC: Be Safe When Dealing with Neobanks
2024-08-08
When Fintech apps first came along, many were basically consolidators of your information. They would group your credit cards, banking,Continue Reading
Keep an Eye on Your Health Savings Account Fees
2024-06-27
When my wife and I decided to change our health insurance to a high deductible health plan with a healthContinue Reading
What to Do if Your Bank Closed Your Account
2023-12-28
Recently in my research on financial planning, I’ve noticed more complaints about banks closing personal accounts with no notice. WhileContinue Reading
Some Things to Remember When Switching Online Brokers
2023-08-10
I recently totaled the number of brokerage accounts my wife and I have. Between retirement accounts at previous jobs, IRAs,Continue Reading
New College Graduate: Did Your Parents Just Drop You from Their Insurance?
2023-07-06
One of the discussions my wife and I have had since our daughter graduated from college is how soon toContinue Reading
Will a CD Ladder Lift Your Returns?
2023-06-15
Early in May 2023, the Federal Reserve hiked interest rates for the 10th time, bringing the federal funds rate toContinue Reading
Red Flags to Watch Out for with Your Financial Planner
2023-06-08
Choosing a financial planner is like choosing a doctor. You want to find someone you trust, who will make yourContinue Reading
So You Have a Little Extra Cash in Your Brokerage Account. What are Some Options?
2023-04-27
Over the last year, I’ve maintained a larger cash balance in my brokerage account. Even though I don’t expect toContinue Reading
It’s 2023. How Does a Run on a Bank Happen?
2023-03-16
With the advent of the FDIC in the 1930s, it would seem a run on a bank would be aContinue Reading
Pros and Cons of Digital Wallets: Is it Time to Leave Your Wallet at Home?
2023-02-02
One of my friends was an early adopter with digital wallets. When the app that corresponded to his mobile OSContinue Reading
Target Date Funds May Miss the Mark
2023-01-19
After my last article about reviewing your retirement plan, some people mentioned that they don’t need to worry because theyContinue Reading
Things to Keep in Mind When First Investing in Your Retirement Plan
2022-10-20
My wife recently started a new job and – along with the mounds of intake information, tax forms, and healthContinue Reading