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Personal Finance (Not Investing) • Benefits of maintaining relationship with a regional/local/small bank?

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I keep a small amount at a local credit union.

I can get cash quickly from there.

I typically hold enough for about 4 months base expenses in savings and CDs. This is only about 1/2% of my portfolio, so no
great drag on my ROI. The rest is at TIAA, Vanguard, and in IBonds.

Statistics: Posted by MathWizard — Sun Nov 03, 2024 11:33 pm — Replies 13 — Views 815



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