Articles by Jason Wesley

Jason Wesley is a seasoned copywriter with a passion for writing about banking, tech, personal growth, and personal finance. As a business owner, relationship strategist and officer in the U.S. military, Jason enjoys sharing his unique knowledge base and skill set with the rest of the world.

Most Recent

How to Hire the Right Financial Advisor

Point of Interest Hiring the right financial advisor can result in a long-term financial relationship that increases your wealth, savings and und…

How the Fed Affects Interest Rates

Point of Interest The Fed, aka Federal Reserve System, looks closely at market and economic trends to reach a decision regarding the Prime Rate,…

A Guide to IRA Contribution Limits

Savers under 50 will be allowed to invest no more than $5,500 in their traditional or Roth IRA. Those who are 50 and older can contribute up to $6,500. But some income limits for contributions did increase for the upcoming year.

How to Get a Tax Refund Loan

Point of Interest Early access to your tax refund may sound appealing, but tax refund loans should only be used in dire circumstances, since you&…

How to Find the Right Mortgage Lender

Point of Interest: Choosing a Mortgage Lender Buying a house should be an exciting time, and if you use a systematic approach to find the right m…

What Is Loan-to-Value Ratio?

Loan-to-value ratio (LTV) is a metric that banks and lenders use to determine the risk level of approving you for your loan. The LTV calculation…

Here’s the Average 401(k) Rate of Return (Plus Expenses)

Something like 5% or 6% a year is reasonable, and long-term returns from 10 big mutual funds often found in 401(k) retirement plans show you could make even more than that.

Wells Fargo’s Way2Save Review

Blogger Amy Fontinelle has three good reasons why you should stay away from the Way2Save program from Wells Fargo.