Review Your Banking Relationship

This week, review your relationship with your financial institution (FI) to determine if your FI meets your needs. Identify both current and future needs and make sure your bank can meet them - offering competitive rates on savings and loan products you might need.

Also, review your statements to look for fees you have been charged. Regardless of the fee, if your financial institution (FI) is charging you for how you choose to manage your money, look for another FI. Even overdraft fees can be avoided at some FIs by attaching your checking account to a savings account or credit card.