Author: Preston Tate

Maximizing Returns While Minimizing Liabilities
Taxes should not be the primary driver of investment strategies, but they should certainly be taken into account. Investment strategies that manage, defer, or reduce…

Debt Consolidation – Managing Multiple Debts Effectively
Debt consolidation can be an effective strategy if it saves you money while helping you manage payments more easily. Consolidation involves consolidating multiple debt balances…

The Future of Digital Banking
Banks need to balance digital convenience with personalized service, which emerging technologies can assist them with. Trends such as mobile banking, 5G technology, IoT devices,…

Managing Debt in an Inflationary Environment
As inflation raises prices, so too do debt payments such as mortgages, student loans and credit cards become more challenging to manage. Trying to reduce…

Types of Financial Firms
Most financial firms are intermediaries that accept deposits and make loans, earning profit on the difference between the deposits and loans. These financial service firms…

Understanding the Procedures to Claim Insurance
Having an accident or suffering some other kind of loss? If so, you need to understand the procedures to claim insurance. You must contact your…

Understanding the Different Types of Financial Transactions
There are three basic types of financial transactions: credit, debit, and revenue. A credit transaction takes place when the lender supplies money, goods, or services…