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2008 Family Finance Goals - Research Bank Services

June 1st, 2008

Do bank fees make you angry? That is a real hot button for me so I can’t wait to do the task for this month!

Are you happy with your bank and their service? It is time to research the services that credit unions, banks and on line banks have to offer you.

Decide which services are most important to you; lack of fees, brick and mortar location, personal attention for your business financial needs, etc.

Now go find the banking institution that meets your top requirements (check the interest rates and  account minimums). With all the competition available, there isn’t any reason I can’t be satisfied with my bank. The only reason standing in the way is my lack of dealing with the search and the changes required!

Online bill pay is the best invention known to man, in my humble opinion. If you haven’t tried it, make that your next task after deciding your bank.


Related posts:

2008 Family Finance Goals - Employer Insurance Benefits

2008 Family Finance Goals - Make Saving a Routine Action

2008 Family Finance Goals - Saving For College

2008 Family Finance Goals - A Monthly Feature





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  1. Trackback by Lil' Duck Duck on July 1, 2008 12:19 pm

    2008 Family Finance Goals - Rebalancing Checkup…

    Where have the months gone? It is mid-year and we have a financial check-up for this month.

    Rebalancing can make a substantial difference in your rate of return on your investments – especially protecting in a downturn. Once you have decided your …

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