Articles by Simon Zhen

Simon Zhen is the chief research analyst for MyBankTracker and an expert on consumer banking products, bank innovations, and financial technology. Simon has contributed and/or been quoted in major publications and outlets including Consumer Reports, American Banker, Yahoo Finance, U.S. News - World Report, The Huffington Post, Business Insider, Lifehacker, and AOL.com. Education: Education: B.S. in Health Sciences from Stony Brook University.

Should You Report Income From Bank Interest & Bonuses? Tax season is coming up and it's time to report your income, but how do you report interest income? Or income from gifts and bank bonuses? Are Banks Closed on Presidents’ Day? Photo of Simon Zhen Simon Zhen Are Banks Closed on Presidents’ Day? On Presidents’ Day, most Americans probably don’t even know which presidents are... 5 Online Banking Scams Every Consumer Should Know Photo of Simon Zhen Simon Zhen 5 Online Banking Scams Every Consumer Should Know With technology getting more and more advanced, banks are outdoing each other in... How to Share Access of a Safe Deposit Box with a Relative Looking to share access to a safe deposit box with a loved one or relative? MyBankTracker Columnist, Simon Zhen, tells you how. How to Open a Roth IRA: A Complete Guide Follow this guide and learn how to open a Roth IRA in just a few minutes so that you can begin investing for retirement right away. How to Buy Stock in DoorDash: Invest in Food Delivery & Takeout Photo of Simon Zhen Simon Zhen How to Buy Stock in DoorDash: Invest in Food Delivery & Takeout When it comes to food delivery, DoorDash is easily top-of-mind. As a consumer, you... What is a Bank Surrogate? Photo of Simon Zhen Simon Zhen What is a Bank Surrogate? A bank surrogate is formed when a company creates a unique, online customer... The Best Short-Term Personal Loans in 2024 Find out which personal loan is the best for someone who needs a short-term personal loan. Compare lenders with low borrowing minimums and short borrowing periods. Where to Find Small Personal Loans Find out where you can find small personal loans when you just need a little bit of extra money to get by. Compare your options from banks, credit unions, and online lenders to see which one offers the small-dollar personal loan that fits your needs. The Tax Advantages of Taking a HELOC Photo of Simon Zhen Simon Zhen The Tax Advantages of Taking a HELOC The Home Equity Line of Credit (HELOC) offers an economical way of consolidating...