In today's endless banking options economy, it can be difficult to choose where to keep your money. In order to keep your financial information secure, we share some of the best banking options available.

Couple Investing – When Should You Combine Accounts or Separate Them?

couple accounts and investing

Separating financial accounts can be a complicated subject for couples, particularly when it pertains to investment accounts. When should you combine accounts, and when should you separate them? You may be thinking that it depends on your situation and personal finances. But that’s not exactly right.

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How Much Do Your Goals Really Cost?


“When it comes to goal setting, there are often costs associated with achieving those goals,” says Mike Brodsky, MBA, a financial advisor and author of the book Incremental Improvements: Change Your Life One Small Step At A Time. When setting goals, we don’t often think about the costs involved in making it happen. At the beginning of a new year, we are excited to move forward with our goals, and don’t often think about the financial costs that are associated with them.

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How to Get Started Using Quicken

Quicken 2015 for Windows

One of the most popular personal finance software applications on the market today is Quicken. They’ve been around for decades, and over the years I’ve used Quicken faithfully — even after getting a Mac. When I first went to college more than 15 years ago, my parents gave me a computer with a version of Quicken, and told me to use it to keep track of my finances.

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Keep Your Financial Information Secure

Financial Information Secure

One of the biggest challenges most of us face in a world connected by technology is that it’s so easy for your financial information to get “out there.” Your financial information can be used to make fraudulent purchases, open credit accounts in your name, or take other actions.

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Demystifying Swiss Bank Accounts

Swiss Bank Secrecy

The mention of a Swiss bank account ignites a storm of awe and controversy born of Switzerland’s historic commitment to privacy — a privacy associated with a tradition of secrecy.  Since the Middle Ages, the rich and über-rich funneled money into Swiss banks.  There, they became account numbers whose identities were known only by the banks that held their deposits.


The reasons for doing Swiss banking are myriad: tax evasion is the most well known, though other reasons might include sheltering money due to domestic disputes, concealing stolen funds or, in war times, using a Swiss account as a safe haven.  (In non-banking global matters, Switzerland maintains neutrality.)  Then there is the simplest reason for opening a Swiss bank account – convenience when traveling or vacationing in Switzerland, and access to your money through a Swiss charge card.

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