Leadway’s Post

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If you are in a bank sweep, and there is an issue with the bank, you can’t get your money out. That’s a problem, if you have to make payroll! Don’t put all of your eggs in one basket. Make sure you are in the best position to access your money when you need it. Use Treasury Curve’s Money Fund Portal. Click here to learn more: https://hubs.la/Q02rYRgl0 #FinTech #Treasury #BankSweeps

Boost Your Credit Score in a Snap 📈 What’s the secret? Always pay your bills on time and in full. Set up a calendar with all your due dates so you never miss a payment. Plus, if you ever anticipate an issue, be proactive and communicate with your lenders. They’re usually willing to work with you. A little planning goes a long way. Follow these tips and stay organized with the Dez Slezak Money Playbook - it’s a game-changer! Visit dezslezak.com to see the full video and learn more! #creditscore #personalfinance #moneymanagement

Some clients may be hesitant to discuss #finances with their family. To help get them started, share these 5 five tips for having meaningful conversations about money. https://ow.ly/BW3c30sHI2m

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