Lauren Perez, SmartAsset

Lauren Perez

SmartAsset

New York, NY, United States

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Recent:
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Past:
  • SmartAsset

Past articles by Lauren:

2020 IRS Tax Refund Schedule: When Will I Get My Tax Refund?

Wondering when you'll get your tax refund in 2020? It generally depends on how you filed and whether you chose direct deposit. You can expect to wait... → Read More

How Long Should You Keep Bank Statements?

Bank statements can be crucial for filing your taxes or proving your financial situation. We discuss how long to keep bank statements and what you might... → Read More

How to Build a CD Ladder

A CD ladder is a great financial strategy to grow your wealth in a relatively safe manner. In this guide, we show you how to build a CD ladder, where to... → Read More

Are the Banks Open Today?

Are banks open today? We list all the days banks close their doors each year. Check if today is one of those days or if you're safe heading over to the bank → Read More

Ally Bank vs. Capital One: Which Is Better for You?

Ally Bank and Capital One both offer online accounts with similar perks. In this comparison we analyze the two banks to see which is better for you... → Read More

USAA vs. Navy Federal: Which Is Better for You?

If you look at Navy Federal vs USAA, both serve millions of veterans and military personnel. But which is right for you? We breakdown the similarities and.. → Read More

Wells Fargo vs. Bank of America: Which Is Better for You?

Both Wells Fargo and Bank of America provide customers with a variety of accounts and thousands of worldwide branches and ATMs. But which is right for you? → Read More

The Financial Services Industry: What You Need to Know

Ever heard of the financial services industry? Even if you haven’t, you’ve probably interacted with this industry almost every day. Whether you’re an... → Read More

What Is the Minimum You Need to Invest for a Mutual Fund?

Before you start investing, it's important to be aware of mutual fund minimum investment amounts. They can range as low as a few hundred dollars to upwards → Read More

Retiring in Costa Rica: Everything You Need to Know

Retiring in Costa Rica is an attractive option for many Americans. In this guide we analyze how much you will need to retire in Costa Rica. While cheaper... → Read More

How to Retire in Mexico: Everything You Need to Know

Want to retire south of the border? You're not alone. In this guide we discuss how much you need to save to retire in Mexico, since you'll want to be ready → Read More

What Is a Wrap Fee Program?

Instead of charging separate fees for various services, investment advisors can choose to charge a wrap fee. This provides a bundle of services based on... → Read More

Chase Bank vs. Wells Fargo: Which Is Better for You?

A look at Chase vs Wells Fargo, the two largest banks in the US, can help determine which is better for you. We breakdown the similarities and differences → Read More

What Is the Average Money Market Account Rate?

Money market account interest rates vary according to factors like its financial institution and your account balance. Average money market rates tend to... → Read More

Chase vs. Bank of America: Which Is Better for You?

Chase and Bank of America serve millions of Americans, but which is right for you? We breakdown the similarities and differences between these two big banks → Read More

Ally Bank vs. Simple

If you're looking to move your banking online, you'll want to weight Ally Bank vs. Simple. Ally offers a variety of accounts to choose from while Simple can → Read More

American Express Membership Rewards Review

The value of American Express Membership Rewards points depends on how you redeem them. If you reedem them strategically, you could earn way more ... → Read More

SEP IRA Contribution Limits

SEP IRAs are made for small businesses and the self-employed. It's important to pay attention to SEP IRA contribution limits so you can make the most... → Read More

What Is a Charitable Remainder Trust?

A charitable remainder trust comes with a number of benefits from income to tax deductions. Not only that, but you can donate to your favorite charity while → Read More

The Financial Services Industry: What You Need to Know

Ever heard of the financial services industry? Even if you haven’t, you’ve probably interacted with this industry almost every day. Whether you’re an... → Read More