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Banking Related Posts

After taxes and inflation, we usually lose money by keeping money in the bank. But that doesn’t mean we should ignore savings, checking and CDs. Everyone needs liquidity. Some banking products can help you. But others must be avoided like the plague. This category contains a number of posts to help you determine which is which.

On top of that, you can use your bank statements to better understand how you are managing your financial life. You’ll also find some important posts to help you make the most of that information in this section.

How Banks Really Work – The Ultimate Guide

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

cd after tax and inflation

Bank deposits won’t help you become wealthy but they can be a very important way to hold on to your wealth. That’s why they are so important to understand. When you deposit money in a bank, they usually promise to pay you interest in exchange for “lending” them the money. While you have the money […]

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Should You Put Your Safe Deposit Box Into Your Trust?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

safety deposit

If you have a family living trust and a safety deposit box your attorney will probably tell you to retitle the bank box into the trust. This way, if something happens to you, your successor trustee will automatically have access to it. Smooth. To put the box into your trust all you have to do […]

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How Excess Emergency Funds Sink Your Retirement

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

You may find this hard to believe but the amount you keep in your emergency fund may do you a lot more harm than good. At the very least, how you approach emergency funds speaks volumes about your financial process and is a good predictor of what may lie ahead on your financial path. The […]

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Three Ways Smart People Use Banks

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

No matter how you’ve arranged your finances, chances are you have at least one banking relationship. But are you using your bank well or is your bank using you?   It’s an important question because not only can banks dip into your pocket, they can also lead you down the wrong path – and that can […]

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Set Up the Right Student Banking Accounts

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

If you are in college or know someone who is, be careful about the student banking accounts you set up. A wrong move could cost you unnecessary fees and even give you bad credit.  Some banks prey on students because they think the kids don’t pay attention.   Not on my watch Pilgrim. Let’s start at […]

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When To Keep Your Money In The Bank Despite Low Rates

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

A few days ago a kindly Pilgrim reader (Paul) asked me about breaking a CD’s term, giving up some interest and investing his money elsewhere. He wanted to know if it was a smart move. Sometimes it is….but not always. Here’s an excerpt from the email: I’m wondering if I should break my CD and […]

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Who is Neal Frankle

Neal Frankle

I'm a CERTIFIED FINANCIAL PLANNER™ Professional with more than 25 years of experience. I feel very blessed and hope to share my personal financial experience and professional wisdom with readers of WealthPilgrim.
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Retirement financial education for people age 55+ seeking to retire well and for those retired seeking to enjoy a better retirement.  We discuss retirement planning, retirement investments, taxes in retirement, retirement spending, IRA and 401k distributions and we will personally answer questions that you pose in the video comments.

While so much financial information is about preparing for retirement, what about managing your finances in your retirement years? That's exactly what we cover at Retirement Crusaders.

Neal Frankle is a retired registered investment adviser. Larry Klein is a retired financial advisor and retired CPA. They have 70 years of financial advising experience to share so that you have your best retirement years.

Retirement financial education for people age 55+ seeking to retire well and for those retired seeking to enjoy a better retirement. We discuss retirement planning, retirement investments, taxes in retirement, retirement spending, IRA and 401k distributions and we will personally answer questions that you pose in the video comments.

While so much financial information is about preparing for retirement, what about managing your finances in your retirement years? That's exactly what we cover at Retirement Crusaders.

Neal Frankle is a retired registered investment adviser. Larry Klein is a retired financial advisor and retired CPA. They have 70 years of financial advising experience to share so that you have your best retirement years.

YouTube Video UCoU0buhwVplzXrsyf342nOg

Retirement Crusaders

June 10, 2022 12:19 PM

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Spend Less Money
Retirement financial education for people age 55+ seeking to retire well and for those retired seeking to enjoy a better retirement.  We discuss retirement planning, retirement investments, taxes in retirement, retirement spending, IRA and 401k distributions and we will personally answer questions that you pose in the video comments.

While so much financial information is about preparing for retirement, what about managing your finances in your retirement years? That's exactly what we cover at Retirement Crusaders.

Neal Frankle is a retired registered investment adviser. Larry Klein is a retired financial advisor and retired CPA. They have 70 years of financial advising experience to share so that you have your best retirement years.

Retirement financial education for people age 55+ seeking to retire well and for those retired seeking to enjoy a better retirement. We discuss retirement planning, retirement investments, taxes in retirement, retirement spending, IRA and 401k distributions and we will personally answer questions that you pose in the video comments.

While so much financial information is about preparing for retirement, what about managing your finances in your retirement years? That's exactly what we cover at Retirement Crusaders.

Neal Frankle is a retired registered investment adviser. Larry Klein is a retired financial advisor and retired CPA. They have 70 years of financial advising experience to share so that you have your best retirement years.

YouTube Video UCoU0buhwVplzXrsyf342nOg

Retirement Crusaders

June 10, 2022 12:19 PM

Subscribe
This error message is only visible to WordPress admins

Error 403: Requests from referer are blocked..

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Reason code: forbidden

Disclaimer

Wealth Pilgrim is not responsible for and does not endorse any advertising, products or resource available from advertisements on this website. Wealth Pilgrim receives compensation from Google for advertising space on this website, but does not control the advertising selection or content. Please do the appropriate research before participating in any third party offers. The information contained in WealthPilgrim.com is for general information or entertainment purposes only and does not constitute professional financial advice. Please contact an independent financial professional for advice regarding your specific situation. Wealth Pilgrim does not provide investment advisory services and is not a registered investment adviser. Neal may provide advisory services through Wealth Resources Group, a registered investment adviser. Wealth Pilgrim and Wealth Resources Group are affiliated companies. In accordance with FTC guidelines, we state that we have a financial relationship with some of the companies mentioned in this website. This may include receiving payments,access to free products and services for product and service reviews and giveaways. Any references to third party products, rates, or websites are subject to change without notice. We do our best to maintain current information, but due to the rapidly changing environment, some information may have changed since it was published. Please do the appropriate research before participating in any third party offers.


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