Financial Planning
3 articles
Elevate CFO Connects Receivables and Payables to Working Capital
Elevate CFO's Silver package integrates accounts receivable and accounts payable management, connecting incoming and outgoing payment activities with forecasting for wider financial planning. This helps businesses manage the crucial timing gap between booked revenue and collected cash, optimizing working capital decisions.
Financial Planning With John Mateyko When Family Responsibilities Span More Than One Generation
This article explores financial planning strategies for individuals balancing their own retirement savings with supporting younger family members and aging parents. It emphasizes protecting one's financial base, distinguishing between temporary and ongoing help, and setting clear boundaries for multi-generational support.
Meet John Mateyko: The Serenbe Financial Planner Recognized for Community and Client Success
John Mateyko, Managing Partner of IDEX Financial, is a Serenbe financial planner recognized for his professional achievements and significant contributions to the community through youth sports, local theater, education, and philanthropy. This article explores his experiences, values, and community involvement that have shaped his personal and professional journey.