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banking

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.

[Read more…] about Large Currency Transactions

Filed Under: Banking, Travel Tagged With: bank secrecy act, banking, CTR, currency, MIL, money laundering, patriot act, SAR

When Your Loan Transfers to A New Servicer

June 1, 2015 by Eric Rosenberg

Sometimes people with student loans, mortgages, and auto loans get a letter in the mail that their loan has been transferred to a new lender. This can be a surprising letter to receive in the mail, but it happens for important reasons and should not be a major stress to you or your finances.

[Read more…] about When Your Loan Transfers to A New Servicer

Filed Under: Credit, Debt Management Tagged With: banking, mortgage loans, student loans

March 2014 Earnings and Investments Update

March 3, 2014 by Eric Rosenberg

I just returned from the first of my wedding related trips, this one to Santa Barbara, and I'm excited for the adventures ahead. I just shared a new post on travel hacking, and have to say I'm loving some of the recent benefits, like waiting for my flight in the United Club lounge instead of at the gate.

[Read more…] about March 2014 Earnings and Investments Update

Filed Under: Income Reports Tagged With: banking, Investing, Lending Club, retirement

Underwrite Yourself for a Loan

June 17, 2013 by Eric Rosenberg

Have you ever wondered how bankers decide whether or not to approve a loan?  Have you ever been rejected for a loan?  Are you interested in a new loan sometime in the near future?  If so, you should probably know a bit about how bankers underwrite loans to decide whether to approve or deny prospective customers.

[Read more…] about Underwrite Yourself for a Loan

Filed Under: Banking, Credit Tagged With: banking, credit report, Credit score, Loans

Why Small Business Bank Accounts are Important

June 16, 2013 by Eric Rosenberg

As you all know, I’m busy outside of my day job. In addition to my full time gig as a financial analyst, I run two companies. I have a blogging and online media company and a flash mob company. To protect myself from personal liability, I have an LLC for each. To ensure my LLC does its job, I have business bank accounts for both.

[Read more…] about Why Small Business Bank Accounts are Important

Filed Under: Banking Tagged With: banking, small business

How to Avoid ATM Fees

January 4, 2013 by Eric Rosenberg

I rarely use cash anymore, but it is inevitable that we all need cash for something at one time or another. To make sure you don’t get stuck throwing away money on ATM fees, plan ahead or follow these tips.

[Read more…] about How to Avoid ATM Fees

Filed Under: Banking Tagged With: atm, banking, fees

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I started a little side hustle blog in 2008, and left my full-time day job as a Senior Financial Analyst to turn my side hustle into a full-time gig. Learn how I did it so you can build your side hustle. It all starts with the first dollar.

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