The Federal Deposit Insurance Corporation (FDIC) has implemented significant changes to its insurance coverage rules for trust accounts. These changes aim to simplify and streamline the process of … [Read more...] about Important New FDIC Coverage Rules for Trusts and Payable-on-Death Accounts
Credit Karma vs. eMoney
Credit Karma vs. eMoney
Intuit is Pitching Credi Karma to Replace Mint. It is Apples to Oranges. By John H. Robinson, Financial Planner, June 2024 In November 2023, fintech juggernaut Intuit (NASDAQ – INTU) shocked the … [Read more...] about Credit Karma vs. eMoney
HELOC Sticker Shock
HELOC Sticker Shock
Where to shop for a HELOC now that "teaser-rates" are not so "teasy" By John H. Robinson, Financial Planner (May 27, 2024) In the course of my financial planning reviews, I often encourage … [Read more...] about HELOC Sticker Shock
Mint vs eMoney
Mint vs eMoney
By J.R. Robinson, Financial Planner (May 2024) Millions of consumers who have been disenfranchised by the closure of popular personal finance app Mint.com may do well to consider migrating to … [Read more...] about Mint vs eMoney
Have I Saved Enough to Retire?
Have I Saved Enough to Retire?
A Quick and Easy Way to Answer the Most Common Personal Finance Question. By J.R. Robinson, Financial Planner, May 2024 Saving for retirement is a ubiquitous financial planning objective … [Read more...] about Have I Saved Enough to Retire?
