Drawing Your Financial Map
At one point, I once had over a dozen checking accounts. (which is too many bank accounts) I was doing…
When it comes to managing my money, building the right system has saved me time, headache, and stress when it comes to knowing what to do.
Whether it's drawing a simple financial map to managing our net Worth Excel spreadsheet – having the right system is key.
I didn't happen upon our system by accident. It has been an evolution over years and continues to grow as our financial lives grow.
The resources below can help you build your own financial system to help you better manage your money.
At one point, I once had over a dozen checking accounts. (which is too many bank accounts) I was doing…
Years ago, I dropped my business card into one of those fishbowls near the front door of a restaurant. You’ve…
When I was in elementary school, I remember watching a fire safety video. The video told us, all of eight…
The cornerstone of any good financial system starts with finding a savings account that works for you. The best savings…
There are a lot of tools out there to help you track your finances. Most arrived after I started working…
I collected comic books when I was younger. Well, collected is probably a misnomer. I read comic books as a…
Americans have a funny relationship with money. We, as a society, celebrate the ostentatiousness with which the Kardashians live their…
When I was in high school, my high school quarterly report card always told me which decile I was in…
If you’re familiar with Microsoft Money, Money in Excel may interest you. The upgraded version of Microsoft Money enables you to keep track of transactions, create budgets, and establish and work toward reaching your financial goals. This Money in Excel review covers everything you need to know, from features to pricing to Money in Excel alternatives.
In this day and age where credit card fraud is so prevalent, it’s crucial that you know how to dispute a credit card charge. There are laws in place to protect consumers, but there are also stipulations within those laws. Knowing how to dispute a credit card charge will help you avoid getting ripped off.
Banks offer competitive perks and wealth management services for wealthy customers. Private client banking can help you get even more for your money. Unfortunately, not everyone can qualify as a private banking client - a net worth of $1MM or more is usually required. Here are some of the top private banking services available today.
Copilot is financial management and budgeting tool designed to help iOS users to master their financial lives. If you’ve been looking to get better control of your financing across multiple accounts, Copilot may be the right choice for you. It gives you the ability to track your spending, create budgets, and have more control over your financial destiny.
Many personal finance apps specialize in specific tasks like saving money, earning a high-interest rate, paying bills, and potentially earning spending rewards. Finding one platform offering both banking and investing accounts can be challenging. That's not the case with Albert. This Albert app review dives into the various features that can help improve your finances.
SageStream is a credit reporting agency similar to TransUnion, Equifax, and Experian. Some organizations, such as banks and insurance companies, may use SageStream to determine a potential customer’s creditworthiness. But what is the difference between a SageStream score and a FICO score? And how can you know if your SageStream score is good or not?
A zero-based budget is a straightforward concept that not enough people understand. The concept is simple: Make sure every dollar you bring in has a designated purpose. Keep reading to learn how you can set up a zero-based budget that can change your finances for the better.
If you’re looking for a simple easy to use online bank, Current Bank may be for you. With a high interest rate and small cash bonus, it makes a compelling case for a place to park your savings.
Ever wondered about the best way to transfer money from one bank to another? If so, you've come to the right place. You can choose from several options depending on which banks you use, your timeline, and other factors. We show you several ways, so you can choose the one that best fits your needs.
A $50 loan instant app refers to apps designed to get you small amounts of money in an instant, until your next paycheck. Here are the top $50 loan instant apps and some alternatives. The instant loan apps listed here might be a good solution if and when you experience a cash shortfall.
While it’s true that cash deposits are becoming less common, there are still times when you may need to deposit cash. What if you deal with an online bank. How do you deposit cash when there are no physical locations or ATMs? Here are some different ways to deposit cash at both brick and mortar and online banks.
Unfortunately, financial fraud is a common occurrence in today’s world. Verifying funds on a check is an easy but important step you can take to avoid getting scammed out of your money. In this article, I’ll show you how to verify funds on a check and uncover some check-writing scams you should be aware of.