RetirementSavvy

Posts Tagged: banking

I’m a big believer in using mobile technology to make my life easier and reduce friction. That approach absolutely extends to banking and managing my finances. In addition to using Apple Pay when possible, I regularly use multiple finance related apps including PayPal, Fidelity, Chase, Citibank, and the banking apps associated with my personal and business… Read Article →

First, the basic definition. ‘Net worth’ is the amount by which assets exceed liabilities. While the term has value and meaning for businesses, it is largely a useless metric for individual families. Why? Because two ‘assets’ that people love to include in their calculation of net worth are their homes (I’m referring to primary residences… Read Article →

A couple of months ago I recommended Spent: Looking for Change, a 2013 documentary – sponsored by American Express and narrated by Tyler Perry – which focused on everyday Americans shut out of the finance system most of us take for granted. Available for viewing on the Spent Movie website and YouTube, the documentary noted that many of these Americans… Read Article →

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