Personal Financial Advice from a former Certified Financial Planner
Unclaimed property Utah refers to abandoned financial assets such as uncashed checks, forgotten bank accounts, and security deposit refunds. The state of Utah, like many others, has a system in place to reunite owners with their lost or forgotten assets. The Utah Unclaimed Property Division is responsible for safeguarding and returning unclaimed …
Each year, millions of dollars in unclaimed assets in Wyoming are turned over to the state by banks, businesses, and other organizations. These assets can include uncashed checks, abandoned bank accounts, and forgotten stock holdings. Wyoming Unclaimed Property Division acts as a custodian, taking responsibility for the safekeeping of these …
Like most states, the Great Payback Colorado program lets citizens search for Colorado unclaimed property for free. When you find Colorado unclaimed funds, or your Colorado lost property, you can look for payback. The Great Colorado Payback With a bit of corny name, the State of Colorado hopes to catch …
ChatGPT AI for Financial Advisors The hot topic in many industries is ChatGPT and artificial intelligence (AI). Will ChatGPT hurt financial advisors or will ChatGPT help financial advisors? And, what about Google’s Bard and other AI platforms? Are they helpful or harmful? Are Index Funds and ETFs AI? An interesting …
Is Stash Stock Back Card a scam? Is the Stash Stock Back Card safe? Is the whole Stock Cash Back Card legit? We take a look. What Is Stash? Stash is one of many micro-brokers pushing the so-called fintech movement. We should start by asking if Stash is a legitimate …
Is SquareTrade legit or is SquareTrade a scam? It gets complicated so SquareTrade reviews are a good place to start to see if it fits your needs. Our Square Trade review is based on experience and reading the fine print. Warranty Scam History The economy is a little shaky, but …
Is Wisely the Ultimate Tool for Personal Finance and Investing? Managing personal finances and investments has never been easier than it is today, thanks to a plethora of budgeting and investment tools available in the market. On the other hand, the vast array of personal finance tools and finance apps …
Why would you need credit bureau phone numbers? Your credit score is a critical component of your financial wellbeing. Your credit score is computed from the information in one of your credit reports. Those credit reports are maintained by the major credit bureaus. If there is an issue with your …
There are a lot of high-interest checking accounts out there these days, but is a high-interest checking account worth it? The answer depends not only on how you use your checking account, but also the details of each account. As is so often the case with personal finance, the devil …
Recently, I did a review of the Acorns app. If you are not already familiar with the Acorns savings and investing app, you should read that for an introduction how to use Acorns first. It also covers questions like Is Acorns safe, What are Acorns fees, and If Acorns is …