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Money Matters: End of Year Personal Finance Checklist

Motherhood Moments

He is able to speak about the banking industry, interest rate market, and general financial/economic questions. Jeff has been with Direct for 15 years. Prior to joining the credit union, Jeff served as CFO of another credit union, having previously provided audit services in the industry. Jeff is available virtually or over email/phone.

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10 Fun Dates That Won’t Break The Bank

Prairie Eco-Thrifter

Check out your city’s visitor center or tourism office. Just like any typical local, you probably haven’t been to all the touristy spots your city has to offer. After all, you can always visit them anytime. Chances are they have maps for walking tours. It’s free, and you get some good exercise to boot! Volunteer For A Good Cause.

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9 Best IRA Accounts for December 2023

Savings Corner

It’s also a great fit for Bank of America customers, as the bank owns Merrill and the investment side is well integrated with the bank. Ally is a full-service bank as well, so it could be a smart choice for investors who want to keep their IRA and accounts at the same institution.

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Best Mortgage Refinance Lenders In 2024

Savings Corner

Old National Bank 620 for conventional loans, 640 for FHA loans, 680 for VA loans 4.6 Bank 620 for conventional loans, 740 for jumbo loans 4.8 Citizens Bank 620 for conventional loans 4.5 PNC Bank 620 for conventional, jumbo and FHA loans, 640 for USDA loans 4.5 Bank 620 for conventional loans, 740 for jumbo loans 4.8

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Family Vital Information Binder

Family Balance Sheet

I am my family’s office manager. Our Family Vital Info Binder contains all of our important-to-us info in one place and since I am the family office manager, my husband can use the binder to find anything he needs if I’m unavailable. Bank accounts. It took about two hours to gather everything needed for the binder.

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Plink: Make a Purchase at Office Max, Get a $10 Gift Card!

Couponing 101

Right now they are offering a FREE $10 gift card to new customers when you make a purchase at Office Max. Use that card to make a purchase at Office Max before 9/1/13. Plink does have bank level security. Plink: Make a Purchase at Office Max, Get a $10 Gift Card! Here’s what to do: Sign up for Plink.

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How to Start a Business in 15 Steps

Savings Corner

Here are the essential steps on how to start a business, from choosing the right business idea, creating a solid business plan and structuring your company to opening a business bank account and choosing the right accounting software. A business bank account can help, and they’re easy to set up.

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