admin NerdWallet Budgeting App Product Name: NerdWallet Budgeting App Product Description: NerdWallet offers a free budgeting app that is available to anyone who registers for an account. It has all the basic features of a budgeting app but lacks a few niceties, like splitting transactions and notifications. Summary NerdWallet was founded in 2009 by Tim Chen … Read more
If you own an LLC, S-corp, or C-corp, you probably have to file a new report this year. The Beneficial Ownership Information Report applies to most small businesses, and many impacted businesses will be LLCs. So if you own or have a controlling interest in an LLC, it’s critical that you understand the requirements and … Read more
Novo Business Checking Product Name: Novo Product Description: Novo Business Checking has no fees, no minimum balance requirements, and lots of integrations to make life easier. Brand: Novo Summary The Novo Business Checking account has several features that make life a little easier for small business owners. You can send unlimited free invoices right from … Read more
Jim Wang is a forty-something father of four who is a frequent contributor to Forbes and Vanguard’s Blog. He has also been fortunate to have appeared in the New York Times, Baltimore Sun, Entrepreneur, and Marketplace Money. Jim has a B.S. in Computer Science and Economics from Carnegie Mellon University, an M.S. in Information Technology … Read more
Cred.ai Product Name: Cred.ai Product Description: Credit.ai is a fintech that helps users build credit by offering a credit card that works in conjunction with a deposit account. Summary When Credi.ai’s Unicorn metal credit card is paired with the deposit account you are guaranteed never to pay fees or interest. You’ll make deposits into your … Read more
Betterment Strengths Low fees Tax loss harvesting Low minimum ($0) High-Yield Cash Reserve Financial Planning services available with Premium Weaknesses There are lower cost robo-advisors No self-directed investing option No custodial accounts or 529 plans Betterment is a longstanding robo-advisor that offers low fees and more control over your portfolio than many other automated investment … Read more
Did you shop at Walmart in the United States (and Puerto Rico) between October 19th, 2018 and January 19th, 2024? If you purchased “weighted goods,” which is basically anything they “weighed” like raw meat and seafood, or bagged citrus, then you could be owed a small settlement check from a settlement of Kukorinis v. Walmart … Read more
On March 13th, Cummins will give you $107.53 of value for every $100 of Cummins stock. It’s a 7.53% return in less than a month. It’s known as an odd lot tender offer and one of the only ways a smaller investor has an advantage of institutional investors. But what is an odd lot tender … Read more
Chase Business Complete Banking Product Name: Chase Business Complete Banking Product Description: Chase Business Complete Banking is a solid choice for many small businesses due to its wide range of products and services and extensive branch and ATM network. Summary Chase Business Complete Banking is a small business checking account that can grow with your … Read more
E*Trade Brokerage Product Name: E*Trade Brokerage Product Description: E*Trade is one of the oldest brokerages and initially made its name by being a discount brokerage. When the industry move to commission free, they continued as an electronic trading platform that is good for beginners and experienced traders alike. The only major drawbacks are a lack … Read more