There are a number of concepts I’ve learned in my career which have to do with developing financial predictability. It’s a skill that has helped me both personally and professionally. Here’s the list:

I have now had some time to utilize various bank online capabilities. And I have come to the conclusion unfortunately, that not many employees at the firm are using the applications the way they want the clients to. For any financial firm who offers online capabilities, there are five things I wish they would do: