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.

Major Life Milestones That Could Change Your Tax Situation Find out which major life milestones can result in big changes to your tax filing season -- they could have an impact on the complexity of your taxes. How to Finance a College Education with a HELOC Photo of Simon Zhen Simon Zhen How to Finance a College Education with a HELOC Giving a child a quality college education to equip them for a professional career... HELOCs Vs. Home Equity Loans: Which Option Is Better? Photo of Simon Zhen Simon Zhen HELOCs Vs. Home Equity Loans: Which Option Is Better? From time to time, households or individuals would need to shoulder some major... Where to Find the Best HELOC Loan? The HELOC has become a popular choice for refinancing and paying for home improvements, educational expenses, major family events. Learn where to find the best HELOC deals. How to Use Your $1,200 Stimulus Check Wisely Learn the best way to use your $1,200 stimulus check wisely amid the coronavirus pandemic to improve your financial position. What is Covered by Homeowner's Insurance Policies? Photo of Simon Zhen Simon Zhen What is Covered by Homeowner's Insurance Policies? You cannot escape the need for homeowner's insurance -- if you own a home. You... When Should New Parents Get Life Insurance? Photo of Simon Zhen Simon Zhen When Should New Parents Get Life Insurance? When you’re a new parent or expecting to be a new parent soon, life can get... How Much Do You Need to Save for Retirement? Learn about the different ways that you can approach retirement savings, whether it is a specific amount, lifestyle, or income stream that is the end-goal. Don't Get a Payday Loan: Consider These Alternatives When you need money fast, a payday loan might seem like the easiest fix. But there are a score of better payday loan alternatives you need to consider. What is Retirement Annuity: Should You Buy it? Photo of Simon Zhen Simon Zhen What is Retirement Annuity: Should You Buy it? An annuity is a financial product that provides regular payments over a set period...