Banking

September 2015 Earnings and Investments Update

September 7, 2015 by Eric Rosenberg

Fall is here in Oregon. The clouds have returned, the drizzles have begun, and winter is not far off. That means a lot is happening in my life in the coming months.

Large Currency Transactions

August 10, 2015 by Eric Rosenberg

For the most part, I only use my credit card these days. However, having worked in a bank, I saw many situations where people needed to carry around large amounts of cash. Knowing how the government tracks cash is important for people that do large currency transactions with cash.

Unbelievable Sign Up Bonus for Savings Account

July 8, 2015 by Eric Rosenberg

Having a reliable, savings account is a cornerstone of your personal finances. I keep my emergency fund in a savings account with a great rate so I can get quick access to my funds if needed, but I’m also earning a little something for keeping it there.

FutureAdvisor Review: Is a Robo Advisor Right For You?

December 29, 2014 by Eric Rosenberg

I first wrote about FutureAdvisor Beta in October, 2010. At that time, the site offered tools to project your retirement performance over time. In the eleven years since, the site has grown to be a full featured investment planning and management platform. Here's what you need to know about Future Advisor.

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Mint Bills Brings Bill Payment to Money Management Site

December 16, 2014 by Eric Rosenberg

This morning I woke to the introduction of Mint Bills. Mint Bills is a brand new feature of Mint.com, stemming from parent company Intuit’s purchase of payment service Check, which brings bill payment to the popular budgeting and money management site.

Mint Alternative: Mint.com vs. Personal Capital

November 24, 2014 by Eric Rosenberg

Today I want to compare two top personal finance tracking websites. We are going to look at long-time industry heavyweight Mint.com and a newer entrant: Mint Alternative Personal Capital. I have accounts with both and I have used each site extensively. Here is what you need to know when choosing between Mint and Personal Capital.