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Bank and Credit Union Reviews From NerdWallet’s Experts

Savings Corner

NerdWallet’s experts have reviewed and rated dozens of banks and credit unions to help you find those with the best accounts, branch and ATM availability, customer service and more. A smart way to monitor your money Track your cash, cards, and bank accounts all at the same time. They are also invested in internet security.

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Why We Left Traditional Health Insurance

Family Balance Sheet

Health insurance is a touchy subject. Instead I’m writing about my family’s experience with traditional health insurance and how it has affected OUR finances. Let’s start at the beginning: Health insurance wasn’t always so stressful for me and my husband and to begin our story I need to go back a few years.

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Our 2019 Financial Goal

Family Balance Sheet

Save $10k in a savings account, specifically earmarked for medical expenses. We discussed everything with the attorney over the phone, she then sent us drafts for us to review, and once the final copy was complete, we printed copies and had them notarized. Our 2018 Financial Goals: Finish our Will. 1 – DONE!!

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7 Best Savings Accounts of January 2024 (Up to 5.27%)

Savings Corner

What you need to know about the best savings accounts What do the best savings accounts have in common? The best savings account interest rates are around 5%. At a brick-and-mortar bank, you’ll often find savings rates closer to the national average, which is currently 0.46%.

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Christmas Savings Club | November 2019

Family Balance Sheet

This is money I earned from my Christmas shopping last year, so it’s appropriate that I apply it to my Christmas savings. Read: My Ebates (now Rakuten) Review. I added the check to our savings. I had amassed $70 and thought it was a perfect addition to our Christmas account. It was a pretty easy month to find the cash.

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Christmas Savings Club | October 2019

Family Balance Sheet

This is money I earned from my Christmas shopping last year, so it’s appropriate that I apply it to my Christmas savings. Read: My Ebates Review. I added the check to our savings. I had amassed $70 and thought it was a perfect addition to our Christmas account. It was a pretty easy month to find the cash.

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Family Office Manager

Family Balance Sheet

Today at age 50+, I still optimize our cash flow, but my focus is shifting towards saving with our daughters’ future education costs, building our net worth, and planning for our retirement years. Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household.

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