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Purchase Cds As Self Or In Trust
I have just set up a Revocable Living Trust and today moved current CDs from Financial Institution #1 into that trust. I now want to buy CDS at a different financial institution su... read more
Wrong Account Numbet
Money was suppose to be deposited but they had the wrong g account number. How can u notify the bank to give correct info... read more
Credit Union Bonus Dividend?
I got a $17.72 bonus dividend in my share account from a local credit union.
It was the first time I ever got one of those.
I presume it was because I kept..$15k or whatever it w... read more
TD Bank Online Savings 2.50
Has anyone opened an online savings account with TD’s new promotional rate of 2.50? Must have $20,000 deposit. Guaranteed for one year. So unlike TD to have a decent rate. I did ca... read more
Evaluating Bank Safety
Hi.
I'm looking for the best means to evaluate bank safety ahead of another financial crisis along the lines of what happened 10 years ago. (For the sake of argument, let's assume... read more
Should I Pay An HSA Fee Out Of The HSA Or From Other Cash?
$35 to move it out of my credit union to my broker. No fees in the future.
So the 35 will be made up easily.
I like the idea of the HSA compounding via my investments for many ye... read more
Does Anyone Use Merrill Edge?
I have been with fidelity for over 15 years and am generally happy with them.
An issue with partial fill bothers me so free trades would help with that.
30 free trades a month is... read more
Designating Multiple Beneficiaries With Non Equal Percentages In A POD Account
I was informed by a Credit Union Representative that I could not name 2 beneficiaries with unequal percentages. It had to be split 50/50. I have not encountered that before. Other ... read more
How To Track Down A CD From A Bank That Closed Many Years Ago?
Hello Everyone - I hope this the correct place to ask this question.
I recently came across a photocopy of a CD Certificate that was opened for me by my grandmother when I ... read more
Penfed Certificate EWP?
So the PenFed EWP for a certificate greater than 6 month is equal to 30% of what would have been earned if the certificate had reached maturity, not to exceed total dividends earne... read more
Asking Again, Why Can't We EDIT A Comment Even 10 Seconds After Its Posted???
This is poor management of the message board... read more
Happy Thanksgiving Ken!
Thank you for your long-standing commitment and dedication to your grateful readers. . Your blog is my first stop of the morning. Best wishes to you and your family for a happy Tha... read more
RMD Info Needed For Newbie
I saw this online "Although you must calculate the RMD separately for each IRA you own, you may withdraw the combined amount from one or more of them." Does this mean that I can wi... read more
Internet Banks
1. Does anyone have a list of all internet banks?
2. Why are some internet banks only open to out-of-state residents?... read more
How Much Will Medicare Cost And How To Avoid Paying More
I will be turning 65 in the not too distant future. I plan to continue working but I work for a tiny company and I won't be able to get insurance through it because of that. Becaus... read more
HSA Transfers From One CU To Another - Best Way? People With HSAs Please Help!
Hi, please help!
Suggestions please, on the best way to transfer most (but NOT all) of my funds from an HSA Savings/Checking Account at "Credit Union #1" to my recently-opened HSA ... read more
Why Is This CU Listed As Being Available Nationwide?
Does anyone have an answer? Per its website, you have to be a Utah resident.... read more
Interest Rates In Late 2019
Hi Folks,
I"m curious about what interest rates may be by late 2019. With the Fed upping the basis points I was hoping that 4.5-5% may be a possibility by then.
My goal is to do ... read more
How Do I Find The Bank Of 2 Cds That I Recently Found To Find Out How To Cash Out These Cds Now?
I recently found 2 CDs that were started in 1988 and 1989. I am the trustee for my 2 daughters. They were purchased from the National Bank of Grand Prairie, Texas. We now live in W... read more
Website Issue
Not sure where's the best place to ask this but can't find answer anywhere. The local area associated with my account is incorrect. Any way to change this?... read more