If you’re a young professional, it’s likely that retirement is the last thing on your mind. With so many unknown factors in a lifetime, it is vital to start saving early for retirement.
Finance
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It’s the perfect time of year to evaluate your finances to see how you can improve in 2019. Tips we share with our customers include:
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Too often, business owners try to deduct every possible expense, but this can be counterproductive. It makes your business appear less profitable on paper, which could limit the amount of money you can borrow to help grow your business.
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BBVA Compass is making banking easier than ever before with virtual upgrades that are making waves across the financial landscape.
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So, you finally got something back from the government and you want to run right out and spend it. Hold on just a second; here’s what you should do with that refund:
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Currently, 70% of individuals in financial services hold themselves out as Wealth Managers; yet only 7% actually do more than investment management. Clients and prospects do not understand that a true Wealth Manager is someone who helps their clients with all aspects of their personal finance, including: financial, charitable, estate, insurance and tax planning as well as coordinating with a family’s other key advisors.
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Did you know that business owners typically have only 24 hours to identify and return fraudulent bank account activity? Most don’t.