“I’m always asking to see what type of promotion they can put on my package,” says Bob Chitrathorn, chief financial officer and vice president of wealth planning at Simplified Wealth Management in Corona, California. “Ten years I’ve been doing this, and I always get a discount.” ...
In previous columns, I have made the point that no one goes out and purchases a computer so he can run antivirus software. The user purchases a computer to do online banking, play computer games, write e-mail, do homework, or some other primary function. Likewise, no business has funded...
Thecollapse of Silicon Valley Bank and Signature Bankin March 2023 caused depositors to reassess whether their assets are safe at certain financial institutions. While the federal government has adopted new programs to shore up confidence in the banking system, investors may be wondering how their mo...
So you're at your favorite coffee shop, hopping onto the free WiFi with your tablet to check your social networks, read the latest news, and maybe take a quick peek at your bank balance while enjoying your latte. We've become so accustomed to constant Internet access wherever we are that...
Go to the Banking menu and select Reconcile. Select the bank account with the transactions you need to reconcile, then enter date for an "off-cycle reconciliation." It can be any date between your last reconciliation and the next scheduled one. Note: When you enter an "off-cycle" date...
Recently, theReserve Bank of India (RBI) imposed a ban on Bank of Baroda’s mobile banking app, BoB World. But why did this happen, and what can we learn from it? Let’s dive into the details. This unsettling issue involved a series of events that led to fraudu...
trouble, and our risk assessment is by no means a guarantee of solvency for the indefinite future. Some events (like the Swiss National Bank abruptly removing its euro ceiling in 2015, for example) are impossible to predict, and such market anomalies can have catastrophic effects on forex ...
“I recommend continuing to fund retirement account investments, especially for those individuals with employer-provided accounts.” Bob G. Wood, finance professor 5. Try to renegotiate your debt One of the ways to pay off debt is to renegotiate it. While there are no guarantees that a lender...
We know that finance exams are tough, we’ve been through some of it ourselves. That’s why it’s crucial to work the way Bob does (be effective!), as you’ll get more done, in less time, at a higher level of quality,more sustainably. ...
Like your bank. Or PayPal. Let me say that again:because the hacker has access to your email account, he or she can request a password reset be sent to it from any other account for which you use this email address. In doing so, the hacker can hack and gain access to those accounts...