Whether you need a bank account to receive paychecks, pay bills or transfer money to loved ones, a checking account may be the most basic option offered by the majority of credit unions and banks.

When it comes to building wealth and planning for the future, the type of account you choose matters just as much as the investments you make. Retirement accounts and investment accounts are two of ...

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I recently had a very interesting conversation with a potential client on different types of accounts. She wasn’t clear on what a brokerage account was or why she’d need one, separate from her ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. You may now have more freedom to make withdrawals from your ...

Please be aware of the pitfalls of using a TOD transfer on death beneficiary designation. (Photo credit should read STR/AFP via Getty Images) When you set up an account to "transfer on death," the ...