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Andrew Latham

Andrew is the Content Director for SuperMoney, a Certified Financial Planner®, and a Certified Personal Finance Counselor. He loves to geek out on financial data and translate it into actionable insights everyone can understand. His work is often cited by major publications and institutions, such as Forbes, U.S. News, Fox Business, SFGate, Realtor, Deloitte, and Business Insider.

articles from Andrew

284 posts

Is TurboTax Audit Defense And MAX Worth It? An Honest Review

Published 08/23/2021 by Andrew Latham

Audit protection plans, such as TurboTax’s Audit Defense, provide advice and takes care of correspondence with the IRS in the unlikely event you are audited. Most people don’t need this service, but is the peace of mind it buys worth it in your case? We discuss what two tax attorneys, CPAs, and enrolled agents had to say about what Audit Defense offers, what it doesn’t, and how you should prepare for a potential audit.

Inc. magazine announced today that SuperMoney, a leading financial services marketplace, is No. 1706 on its annual Inc. 5000 list, a prestigious ranking of the nation’s fastest-growing private companies.

Does Medicare Check Your Bank Account?

Published 08/13/2021 by Andrew Latham

Medicare will usually check your bank accounts, as well as your other assets when you apply for financial assistance with Medicare costs. However, eligibility requirements and verification methods vary depending on what state you live in. Some states don’t have asset limits for Medicare savings programs. Find out what Medicare checks (and doesn’t check) when determining eligibility for financial assistance programs.

Student loans are the fastest-growing source of debt for U.S. households. Since 2007, student debt has grown three times faster than auto loans and 32 times more than mortgages. Student debt totals more than $1.58 trillion and is growing faster than the U.S. economy. In fact, student loans are now the largest source of unsecured debt in the United States and have become a financial industry in their own right.

JPMorgan Opens Up To Crypto Trading

Published 07/25/2021 by Andrew Latham

It is no secret that Jamie Dimon, the CEO of Chase — the largest U.S. bank, is not a fan of cryptocurrencies. At the 2017 Delivering Alpha conference, Dimon called cryptocurrencies a fraud. “It’s worse than tulip bulbs. It won’t end well. Someone is going to get killed.”

You have heard about travel and cashback rewards cards, but what about a debit card that helps you invest in exchange-traded funds (ETFs)?

Last year we interviewed Kathryn Petralia, co-founder and President of Kabbage, to find out more about their new business checking account, Kabbage Checking. In the meantime, American Express acquired Kabbage and relaunched Kabbage Checking.

Some good news came out of Providence last week.

Does Goldman Sachs have a checking account? It may surprise you that as of now Goldman Sachs does not have a checking account. However, it does plan to launch a checking account this year through its digital banking brand, Marcus.

This article provides a quick guide on how to compare solar companies using five key factors. It also includes our top 3 options depending on the type of solar installation you need.

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