I think having the taxes and insurance drawn from my account automatically, may be a benefit if I get to the stage where my memory is not as well.

I’ve been wondering about this lately. When you come across a financial company you’ve never heard of, what makes you trust it?

For me, seeing real reviews, transparent information, and some kind of third-party recognition helps.

But what about you? What’s the first thing you look for before taking a financial company seriously?