A client of mine, John, called last month asking what he should do with some extra cash sitting at a local bank. I asked what “extra” meant and what he wanted to accomplish. He paused for a moment and ...

Banks are in the business of managing money, but one of their lesser-known financial strategies involves something most ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a ...

According to a survey conducted by Drive Research last summer, 83% of respondents held an account with a traditional bank, and 17% of banking consumers were considering switching financial ...