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 quoted in AP News, offering her insights on the potential risks connected with automating your financial tasks. “Somebody has to make a decision and it should be a human, not a machine.” 

To learn more, click here: https://bit.ly/3M9g7H2 

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