Banking

A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

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A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

Faster Funds? Chase Mobile Check Deposit Guide (2025 FAQs)

Still driving to the bank to deposit checks? With Chase Mobile Check Deposit, you can snap a photo and get your funds. Often by...

Where Can I Load My Chime Card For Free? Walgreens & Other Locations

So, you've got a Chime card and you're looking for the smartest, cheapest way to get cash onto it. The big question always comes...

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Are Routing Numbers Always 9 Digits? Navigating Banking Basics

Routing numbers are like special codes used in money matters. They help find banks and credit unions. But do all these codes have to...

Finding Your Dollar Bank Routing Number: The Correct 2025 Guide

After nearly 30 years of helping clients set up their financial lives, I've seen how a simple 9 digit number can cause major headaches....

How to Write a Check Correctly in 2025: A Step-by-Step Guide

In my near 3 decades as a financial planner, I’ve noticed a funny thing: the more digital our money gets, the more intimidating the...

Why Is My Direct Deposit Late? A Planner’s 3-Step Action Plan

There are few financial anxieties as sharp as expecting a direct deposit that never arrives. It’s like a pizza delivery that’s an hour late....

How to Close a Joint Bank Account (Even If Your Partner Won’t Cooperate)

Closing a joint bank account should be simple, but it rarely is. It’s an act tangled up in emotion, trust, and fear. In my...

How SIPC Insurance Works: The Truth Behind Your Investment Protection

If you’re an investor, you’ve seen the letters "SIPC" on your brokerage statements. Most people see it and think, "Great, my money is insured,"...

How to Make Earnin Work With Chime (And Why It Fails)

Yes, Earnin can work together with Chime. But there are critical catches. Let's be honest. If you're reading this, you're probably in a tight...

How to Close Your Chime Account (The Right Way)

Let's skip the drama. You're here for a simple reason: you want to close your Chime account and move on. As a Chime account...

How Long for a Check Deposit to Clear? A Financial Planner’s Guide

Deposited a check and now you're hitting 'refresh' on your banking app every five minutes? You know you're not alone. T hat frustrating gap between...

How to Borrow Money From Cash App (And When You Shouldn’t)

As a financial planner who has spent 25 years pulling back the curtain on 'easy money' offers, I can tell you this: The Cash...

Is Plaid Safe? A Financial Planner’s 2025 Guide to Linking Your Bank Account

You're signing up for a new budgeting app like one of the best Rocket Money alternatives, and right when it's time to link your...

Venmo Payment Not Showing Up in Your Bank? Don’t Panic – Here’s the 3-Step Fix

Your heart just did that little thump-thump thing, didn't it? You checked your bank account, and the Venmo payment you were counting on... The one from...