Financial planning through the decades
What is the secret sauce to financial planning through the decades? Read on as Catherine Valega, Financial Advisor and partner to her clients help clients from ages 20 - 80. We help you in each stage of your life with budgeting, student loan debt, benefits, insurance, investments, retirement planning and beyond.
Tips for Managing your Small Business through Trying Times
Are you a woman-owned small business? Managing during trying times can be stressful. Review your receivables; diversify your revenue; scrutinize your outflows; market; talk to banker.