Category: Cash Flow Management


Marianela Collado On Teaching Kids About Savings and Investing

As a parent, you want the best for your children. Most likely, it means you want them to be safe and secure. And, you want to lay a foundation that they can build upon to do well in life. Speaking with your kids about financial topics, such as their money resources and choices, can help lay […]

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Spring-clean Finances with Some Automation

When was the last time you checked your automated payments? Automating financial tasks such as paying bills or transferring money into a savings account is a way of making our lives easier and eliminating tasks to think about. However, not overseeing this task regularly comes with potential risks.  Recently, our wealth advisor Catalina Franco-Cicero was […]

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