Category Archives: Banking

Refinancing Our Mortgage

In an effort to both save money on interest and lower our monthly mortgage payment, we have decided to consider refinancing our mortgage.  I have spoken with several lenders and it looks like we can refinance our loan – and … Continue reading

Posted in Banking, Mortgage | 8 Comments

Automated And It Feels So Good

I’ve always resisted fully automating our finances.  Recently, however, I’ve had a change of heart.  Now, not only are most of our monthly bills paid online, but I’ve also automated deposits for savings, and payments towards our mortgage. We have … Continue reading

Posted in Banking | 6 Comments

Roth IRA Deposit Gone Awry

I have just gotten off of the phone after the better part of an hour.   I can’t be sure, but I think I’ve fixed a problem, that until today, I never knew existed. The background – I have a … Continue reading

Posted in Banking, Investing, Retirement | 4 Comments

Goodbye Citigroup, Hello Wells Fargo?

Well, well.  Just a few days ago, it was announced that Citigroup was going to buy my bank, Wachovia.  Now, however, it looks like Wells Fargo will be buying Wachovia, not Citigroup. As a customer, the following quote from Yahoo … Continue reading

Posted in Banking | 2 Comments