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Banking

  • Senior man on the phone while holding his bank card

    You've Been Warned: These Red Flags Mean A Retiree Should Switch Banks

    Retirees have different banking needs than those in the workforce. If you're retired and your bank has these red flags, consider switching to another bank.

    By Daniel Feininger 19 hours ago Read More
  • Aerial view of homes in a neighborhood

    You've Been Warned: This Mortgage Ratio Could Make Or Break Your Loan

    As if shopping for a home wasn't complicated enough already, this little equation could be the difference between rejection and your dream home.

    By Carolyn Osorio 6 days ago Read More
  • Woman looking stressed at a desk.

    This Unsettling Scam Loophole Could Cost You Thousands Of Dollars

    Scams are an unfortunate part of modern life, but that doesn't mean you can't protect yourself. The best thing to do is to learn how scams work.

    By Abel Rodriguez 15 days ago Read More
  • Woman stretching at work desk

    One Of The Worst Assets To Inherit Could Be Nothing More Than A Curse In Disguise

    Sometimes receiving an inheritance can be an inconvenience. Find out what you can do if you inherit this type of asset before it becomes a financial burden.

    By Jennifer Woods 15 days ago Read More
  • man's hands working with a calculator

    The Dark Side Of An Investment Banking Career (10 Uncomfortable Truths)

    Working in finance may look glamorous from the outside, but the industry costs its employees a whole lot more than their time and labor.

    By Daniel Feininger 16 days ago Read More
  • A for sale sign with the word 'sold' over it in front of a home

    5 Reasons Why Mortgage Rates May Stay Higher For Longer According To Economists

    While you might think that the Federal Reserve's recent rate drops will ensure lower mortgage rates, there is a lot more to the calculations.

    By Jennifer Woods 18 days ago Read More
  • Low view of Chicago skyline

    The First Bank Closure Of 2026 Is Costing A Ton Of Money

    2026 is off to a rocky start and, as of late January, it has already hit another milestone in the form of a bank's failure -- and its expensive clean up.

    By Colin Boyd 25 days ago Read More
  • A secure vault filled with gold

    Inside The Swiss Bunker That's Storing A Shocking Amount Of Money

    In a world dominated by tap-to-pay, e-commerce, and cryptocurrency, one company is using very old-school means to protect some physical assets.

    By Erik Bojnansky 28 days ago Read More
  • President Donald Trump looking upset

    Why JPMorgan Chase Shut Down Donald Trump's Bank Accounts

    Both President Donald Trump and the bank that stripped him of his accounts have their own explanations for the financial institution's decision.

    By Brianna Gunter 30 days ago Read More
  • Tax refund check from U.S. treasury

    The Tax Refund Change Most Filers Will Face In 2026

    An executive order from President Trump has changed how most American taxpayers will get their tax refunds in 2026 and beyond. Here is what we know.

    By Jennifer Woods 30 days ago Read More
  • A banker handling gold bars

    The Two Rare Metals That Hit Record-Breaking Highs At The Same Time

    Safe-haven investments skyrocketed in popularity in late 2025 and early 2026, to the point that a few precious metals became more valuable than ever.

    By Sarah Bloomfield 1 month ago Read More
  • A mature couple walking

    You've Been Warned: Leaving A Trust Empty Is More Risky Than You Thought

    Going through the hassle of creating a trust can be a tricky process, but doing all the work just to leave it empty can ultimately hurt your estate.

    By Sarah Bloomfield 1 month ago Read More
  • Person logging onto a website on a laptop.

    The Most Popular Passwords For A Baby Boomer Could Cost You

    Even though there is a general lack of password inventiveness across the generations, the top baby boomer passwords leave a lot to be desired.

    By Kelly Boyer Sagert 1 month ago Read More
  • Person reviewing last will and testament

    5 Things To Do With Your Assets If You Don't Have An Heir

    If you're planning your estate and realize that you don't have an heir, these are the five useful and meaningful things you can do with your assets.

    By Jennifer Woods 1 month ago Read More
  • Miniature of older couple on a calculator

    A Financial Planner Explains How One Mistake Could Make A Retiree Pay RMDs Twice In A Year

    Retirees need to keep on top of their taxes and retirement accounts. Before you withdraw any money from your RMD, make sure you do so at the right time.

    By Abel Rodriguez 1 month ago Read More
  • Hands signing paperwork

    One Of The Best Assets To Inherit Is Low Risk And High Reward

    This asset is liquid, easy to divide among beneficiaries, earns a decent interest rate, offers guaranteed returns, and is protected by deposit insurance.

    By Kelly Boyer Sagert 1 month ago Read More
  • person on the phone sitting on couch

    5 Ways One Phone Call Can Lower Your Biggest Monthly Bills

    With rising costs, most of us wish there were ways to reduce our bills. With just a simple phone call, you can try to negotiate with companies for discounts.

    By Daniel Feininger 1 month ago Read More
  • Man in hospital bed holding wife's hand

    A Financial Planner Says You Need To Update These Assets When Your Spouse Gets Ill

    While money is likely the last thing on your mind when your spouse is ill, having hard conversations about beneficiaries can save a lot of heartache.

    By Jennifer Woods 1 month ago Read More
  • Person holding a credit card while making an online purchase

    Why The SoFi CEO Is A Big Fan Of Trump's Proposed Credit Card Interest Rate Caps

    President Trump's recent call to cap credit card rates has one unlikely supporter — the CEO of SoFi, a digital bank specializing in personal loans.

    By Kyle Schurman 1 month ago Read More
  • Women checking bank account online.

    The 1970s Law That Protects Your Electronic Bank Transactions

    Electronic banking comes with built-in protections that many people rely on without realizing where those safeguards began or how far they actually extend.

    By Abel Rodriguez 2 months ago Read More
  • Man putting gold card in pocket.

    The Sneaky Reason Some Credit Cards Are Metal

    Metal credit cards might feel like a fun perk, but the psychology behind these cards is aimed at producing more benefits for credit card companies.

    By Abel Rodriguez 2 months ago Read More
  • Man reads a debt collection notice

    4 Signs A Debt Collector Is Fake And Trying To Trick You

    Getting calls from debt collectors can be unsettling, but if you encounter these red flags, chances are you're dealing with a scammer out to trick you.

    By Erik Bojnansky 2 months ago Read More
  • Advertisements from Apple Bank for CD accounts back in 2022

    Here's How Much A $40,000 CD Could Pay You In 2026

    The Federal Reserve continues to cut interest rates, so it may be more difficult to find a profitable CD. Is one worth seeking out, and how much would it make?

    By Erik Bojnansky 2 months ago Read More
  • A young woman counting cash next to a piggy bank and a mug

    5 Places 'Upper-Class' Americans Are Parking Their Money Instead Of Bank Accounts

    As economic unpredictability and the prices of essentials continue to rise, wealthier individuals are prioritizing certain financial holdings over others.

    By Daniel Feininger 2 months ago Read More
  • Person handing over credit card to person in blue with card reader.

    You've Been Warned: This Type Of Credit Card Could Make You Bleed Money

    These days, it seems like there’s a credit card for everything. This specific kind may seem essential in an emergency, but it comes with major risks.

    By Abel Rodriguez 2 months ago Read More
  • woman buying diamond necklace and paying with hold credit card

    Credit Card Companies The 'Upper-Class' Trust The Most Might Surprise You

    It might sound counterintuitive, but the wealthiest Americans use credit cards just like anyone else, yet trusting credit card issuers is another story.

    By Tamilore Onikosi 2 months ago Read More
  • Hand holding credit card

    The 3 US States With The Highest Credit Card Delinquency Rates

    Consumer debt is continuing to rise, and credit card delinquencies are exploding with it. These three Southern states lead in credit card delinquency rates.

    By Ian Patton 2 months ago Read More
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