Category: Wealth Building

How to Ensure your Institution is Always in Compliance with the CFPB

How to Ensure your Institution is Always in Compliance with the CFPB

Many financial institutions are still adjusting to the requirements of the Consumer Financial Protection Bureau (CFPB). Consumer financial institutions now have the onus of actively promoting consumer protection and reporting consumer complaints. Entities that...

4 Tips to Help Avoid an Audit

4 Tips to Help Avoid an Audit

The IRS is something that no one wants to play around with, especially businesses. Companies tax returns they filed up to three years ago can be audited and any back taxes that are owed...

Three Things To Consider When Opening A Checking Account

When comparing checking accounts, consider convenience, fees, and flexibility first. For example, a bank that limits issuing debit cards, lobby and drive-through hours, or creates hassles using mobile or online services should drop to...