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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...

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...

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Contact Chime Customer Service Number: How to Reach a Live Person 24/7

I'll never forget the panic in a client's voice when he called me. His Chime card inexplicably declined on a first date. When your...

Variable Annuity Pros & Cons: When They Actually Make Financial Sense (And When They Don’t)

As a retired financial planner with almost 30 years of experience, I’ve seen variable annuities (VAs) described as everything from a retiree’s silver bullet...

Fixed Annuities Pros and Cons: What 30 Years in Finance Taught Me

What if your life savings could never shrink, even if the stock market plunged tomorrow. Would you sleep better at night? For many people...

Simple ROI Calculator – What is Return on Investment & How To Use The Formula

As an experienced financial planner, I've seen firsthand how the right tools can transform investment outcomes. One statistic that always sticks with me is...

Present Value Annuity Calculator With Steps To Get the Answers You Need Now!

Greetings, readers! My name is Michael Ryan, and after over 25 years as a financial planner, I've seen firsthand how confusing topics like annuities...

The Complete Guide to Future Value Calculations: Your Financial Crystal Ball

When I sit across from a new client, the first question I ask isn't about their current income or spending habits. It's this: "What...

What Is The Associated Bank Routing Number? 3 Safe Ways to Find It!

Did you know that routing numbers have been facilitating secure money transfers between banks since 1910? This long-standing system plays a vital role in...

Chime Withdrawal Limits (2025): ATM, Daily & Cash Back Rules

We’ve all been there. You’re standing at an ATM, you need cash, and you get that dreaded message: “Transaction Denied.”  As a financial planner, I can...

Fisher Investments vs. Fidelity: Which Is Right for Your Money? (2025)

As a financial coach, the Fisher Investments vs. Fidelity debate isn't just a headline; it's a core question I've helped clients navigate for years. The right...

What Are Annuities & Are They Good Investments? What You Need to Know

Have you ever wondered if annuities deserve a place in your retirement portfolio? With confusing financial jargon and complex investment products out there, it's...

Friend or Foe? Compound Interest Calculator & How To Use The Rule of 72

The straight answer: Compound interest is the interest you earn on both your original principal and the accumulated interest from previous periods. The Rule...

Mastering Annuity Do’s and Don’ts for a Secure Retirement

Are you on the brink of retirement, grappling with the complexities of annuities? You're not alone. Annuities cfrideran be a vital component of your...