Clever Girl Finance
NOVEMBER 16, 2022
Or how long should you keep bank statements? Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Retirement plan contributions. How long should you keep bank statements?
Clever Girl Finance
NOVEMBER 16, 2022
From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. Many banks are also now offering this service for free with your accounts. You can add a flag to your license to prevent fraud. Get your free credit report.
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Sara Grillo
APRIL 10, 2023
It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. I don’t want to trash Central Banking, but now that we have blockchain technology we could replace it. I would like to see us move off of Central Banking. It’s not decentralized.
Clever Girl Finance
NOVEMBER 20, 2023
How long do bank accounts stay open after death? What happens if there is no beneficiary named on a bank account after death? This ensures you have enough certified copies to send to all institutions you have to notify of the death, such as banks or insurance companies. Who has power of attorney after death if there is no will?
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason.
Brown Advisory
APRIL 28, 2020
Applicants should apply for an EIDL loan through the SBA directly rather than through their bank. Documentation Preparedness Banks should now be in a position where they are facilitating applications. The goal of this $60 billion carve-out is to reserve capital for lenders that have roots in traditionally underserved communities.
Brown Advisory
APRIL 28, 2020
This second stimulus funds the PPP with an additional $310 billion of which $60 billion will be set aside for smaller banks and credit unions (half of these funds are allocated to banks with between $10 billion and $50 billion in assets under management, and the remainder to banks with less than $10 billion in assets under management).
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