Finance

Setting Boundaries: Dealing with Borrowing Requests from Friends and Family

By Triston Martin / May 07, 2024

This guide explores how to set financial boundaries with loved ones, manage borrowing requests, and make compassionate yet responsible lending decisions to protect relationships and personal well-being.

Finance

Is U.S. Bank Smartly® Checking Right for You? 2024 Review

By Triston Martin / Apr 26, 2024

Explore the benefits and features of U.S. Bank Smartly® Checking, compare it with other leading checking accounts, and find the best fit for your financial needs.

Finance

Taxability of Gift Cards: A Comprehensive Guide

By Triston Martin / Apr 19, 2024

Explore the complexities of gift card tax compliance, including VAT/GST treatment, cross-border regulations, and industry-specific challenges in retail, hospitality, and food and beverage sectors.

Finance

Strategies for Job Hunting When You're Over 50

By Triston Martin / Apr 06, 2024

Explore effective job search strategies for professionals over 50, including networking, leveraging experience, staying tech-savvy, and considering flexible work options.

Finance

A Guide to Real Wealth: Compound Interest and Effective Saving Strategies

By Triston Martin / Apr 04, 2024

Discover effective saving and investing strategies to achieve financial freedom. Learn about diverse investment vehicles, maximizing returns, and common mistakes to avoid.

Finance

All You Need to Know About Private Banking: Pros, Cons, and Who Can Qualify

By Triston Martin / Apr 02, 2024

Discover the advantages and disadvantages of private banking services for high-net-worth individuals, and learn how to choose the right private bank to meet your financial needs.

Finance

Understanding Credit Card Minimums: A Quick Guide

By Triston Martin / Apr 02, 2024

Discover essential strategies to manage and pay off credit card debt faster, including budgeting tips, prioritizing high-interest debt, and understanding the benefits of paying more than the minimum.

Finance

Maximize Your Savings: A Detailed Review of Marcus' High-Interest Rates

By Triston Martin / Mar 26, 2024

Discover the benefits of Marcus' Online Savings Account, featuring high-interest rates, no fees, and easy fund access to help you grow your savings efficiently.

Finance

Understanding Hedge Funds: Their Function and Purpose Explained

By Susan Kelly / Mar 13, 2024

Explore the benefits and risks of hedge funds, understand their differences from mutual funds, and learn how to align investments with financial goals.

Finance

Understanding the Decline in Your Bond Fund's Value

By Susan Kelly / Mar 11, 2024

Learn effective strategies to manage risks associated with bond fund investments, including diversification, duration management, and currency hedging.

Finance

Banks vs. Credit Unions: Which Offers the Best Benefits?

By Susan Kelly / Mar 06, 2024

This article helps you decide between banks and credit unions by comparing fees, customer service, and accessibility.

Finance

How to Access Traditional Funds In Early Retirement

By Triston Martin / Feb 29, 2024

Explore TIAA traditional funds for early retirement—secure, low fees, and flexible. Navigate financial freedom while preserving long-term stability.

Finance

Understanding Installment Loans: A Comprehensive Guide

By Susan Kelly / Feb 29, 2024

Learn about various installment loans, their advantages, potential drawbacks, and tips for responsible borrowing to help you make informed financial decisions.

Finance

How to Find The Hidden Cost of Mutual Funds

By Susan Kelly / Feb 23, 2024

Unlock the secrets of investing in mutual funds with our comprehensive guide. From understanding the basics to navigating hidden costs, discover how to maximise your returns.

Finance

Investing in Corporate Bonds: Basic Concepts and Processes

By Susan Kelly / Feb 17, 2024

Discover the benefits and risks of investing in corporate bonds, and explore strategies to balance risk and returns in your investment portfolio.

Finance

Top 15 Countries for Investment-Based Citizenship and Residency

By Susan Kelly / Feb 14, 2024

Explore top investment-based residency and citizenship programs, offering visa-free travel, top education, healthcare access, and favorable tax regimes for a better quality of life.

Finance

The Money Binder: How to Prepare Your Finances For Your Death

By Triston Martin / Feb 08, 2024

Discover the art of financial preparedness with the Money Binder. Organize assets, liabilities, and investments for a seamless legacy. Trusts vs wills explored.

Finance

Strategies for Locating a Reliable Tax Accountant

By Triston Martin / Feb 04, 2024

Learn how to choose the right tax accountant with these expert tips on consultations, technology use, communication skills, and assessing long-term relationship potential.

Finance

Understanding Self-Directed IRAs: A Comprehensive Guide

By Triston Martin / Feb 02, 2024

Learn about the benefits, risks, and management of Self-Directed IRAs and how they offer more control and flexibility in retirement planning with diverse investment options.