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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 to Reconcile A Bank Statement – 5 Easy Steps

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

Reconciling your bank account each month is step #1 for  you if you really want to be successful financially.  That’s because your bank statement tells you how much you spend.  If you don’t know how much you spend each month it won’t matter how much you save or invest because if your spending is out […]

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Multiple Checking Accounts Budgeting Made Simple

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

It’s hard enough to follow your finances if you have one checking account. When you have multiple checking accounts the process becomes geometrically more difficult – until today. I’m about to share a system that will help you track your spending for free in about 15 minutes a month regardless of how many checking accounts […]

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Capital One 360 Review – Are They Going In The Right Direction?

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

Why write up a fancy Capital One 360 review a year after it acquired ING Direct? Here’s why. Newly introduced banks often come on with the glitz and the glamour. They try to lure customers in with exaggerated claims of world-class service and juicy rates. But now the dust has settled. The honeymoon is over. […]

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EverBank Review – It’s Not About 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.

If you are an interest-rate-starved banking customer, this EverBank Online Bank review might come in handy. Lots of people consider using this institution because of the (relatively) high rates they pay. And Everbank’s rates are really good. Here’s a Pilgrim look at our EverBank review. But let me be very frank from the get-go. There […]

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CIT Bank – What They Promise, What They Deliver

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

CIT Bank Review

If you’ve looked at CD rates lately, you’re probably very disappointed and frustrated. I know many of the people I speak with feel that way. That’s why I decided to write this CIT Bank review. You see, in an effort to earn higher rates on deposits, you might be looking online for better alternatives. And […]

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Should You Have A Joint Bank Account With Your Spouse?

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 have a joint bank account with your spouse it could be one of the smartest or dumbest things you ever do. That’s because in the right circumstances, having a joint bank account brings you and your spouse together and helps you both stay on the same page with respect to saving, budgeting, spending […]

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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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