Book Review - Make Your Kid A Millionaire by Kevin McKinley

Book Review – Make Your Kid A Millionaire by Kevin McKinley

By The Banker | Book Reviews, Investing, Personal Finance

Anyone who enjoys engaging in the fantasy “My kid could have a lot more money some day than I do!” should read Make Your Kid A Millionaire – 11 Easy Ways Anyone Can Secure A Child’s Financial Future, by Kevin McKinley. I know I engage in that fantasy, which is why I took pains, and [&hellip

Excel Basics Introduction Video #6 - Autofill Function

Excel Basics Introduction Video #6 – Autofill Function

By The Banker | Audio Posts, Texas, Video

This video, #6 in the series aimed at introducing Excel for small business, shows the autofill function, an extremely useful tool in Excel.  Small business owners may find autofill saves a ton of time when tracking costs and revenues, making future business plans, and preparing for a loan.   Excel Basics Video #1 – Introduction [&hellip

Excel Basics Introduction Video #5 - Formatting

Excel Basics Introduction Video #5 – Formatting

By The Banker | Audio Posts, Blog Posts, Texas, Video

Small business owners need to know how to organize their customers, costs, revenues, loans, financial information, and more in spreadsheet format.  This video, #5 in a  series produced for a regional micro lending organization, continues to introduce key skills to help you get started with Excel.  Formatting cells, columns, and rows saves a ton of [&hellip

Ask an Ex-Banker: Should I open an IRA?

Ask an Ex-Banker: Should I open an IRA?

By The Banker | Ask an Ex-Banker, Blog Posts, Investing, Personal Finance, Taxes

Dear Banker, I’m ready to purchase IRAs for my husband and me. We had fun as young 20-somethings and didn’t start saving anything for retirement until our 30s, and even then, sometimes one of us was not always able to set aside money into the 401K/403b offered by employers. So, I figured an IRA would [&hellip

Excel Basics Introduction Video #4 - Sums and Averages

Excel Basics Introduction Video #4 – Sums and Averages

By The Banker | Audio Posts, Personal Finance, Texas, Video

Small business owners need to track all of their business numbers in Excel, and this video introduces the most commonly used functions, Sum and Average.  This is video #4 (of a total of 6) that I made on behalf of a regional micro lending organization, Accion Texas. If you’ve never learned to use Excel before, [&hellip