Savings and investment tips to help you achieve your life goals

Savings and investment tips to help you achieve your life goals

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Many families reach the end of the month with an empty checking account and see, once again, how those dreams that for a moment had seemed possible to achieve are slipping away: goodbye to this summer's trip, goodbye to those future plans in which they received a high return on their investments and goodbye, also, to the peace of mind that comes from having a small fund to deal with unforeseen events.
Having healthy finances, adjusting your expenses to your income and, above all, having saving habits will allow you to gradually generate a fund so that, in the near or distant future, you can make your dreams come true.

We want to help you organize your finances and, taking into account your realistic possibilities, make savings and investment decisions that can transform your future.


You have already made the decision to save: you want to save part of your income each month. Your goal is to have the possibility, in the short or long term, to indulge in a whim and you also think it is important to have a cushion to fall back on in case of unforeseen events. But where do you start? At this point, the essential thing is to put your determination into practice and plan your next steps well. Here are some tips to help you save without making a big effort and gradually fill up your piggy bank.

How to build your financial cushion
The first step toward financial peace of mind is making sure that you can cope with unexpected expenses without disrupting your overall financial plan. It all starts with your emergency fund.
Ten tips to to help instil saving as a lifelong habit
Saving is a matter of adopting good habits. Make them part of your life so you never stop doing it. Listed below are some of the most important tips to help you save every month.
Four savings challenges to help you get started (or take your savings to the next level)
Savings challenges are the stimulus that many people who are not able to get into the habit of saving need to help them overcome their fear or just get going.
The Latte Factor shows us how small daily expenses you don't notice do matter in the long run.
The Latte Factor demonstrates how small daily expenses that you don’t think about actually do matter in the long run. The example here is how much a person spends if they buy a cup of coffee every day.
Saving mistakes that you can correct today
When it comes to money, avoiding mistakes tends to pay off better than big successes. We will tell you are the five most common errors when saving.
Choose what you want to spend your money on - choose happiness
When you indulge in impulse buying, you may be filling an emotional void but you’re not investing in your happiness. Learning how to consume: wanting is not the same as needing.


If you have already saved up some money or have it available and you want to make a profit on it, even if that means not being able to use it for a certain period of time, you must choose how, when and what to invest it in.

There are many investment products, such as bonds, promissory notes, shares, etc. that we can buy directly or indirectly through investment funds. To choose the most suitable for you you must know your investor profile, have a realistic view of your finances, and define a clear financial objective in the short, medium and long term.

We help you to learn the basics so that you can invest wisely.

Why you should start investing ASAP
When should you start investing? As soon as you can, with your first wage payment if possible. Time is your best ally when planning your retirement.
Financial goals at every stage of your life
You don’t think the same at 20 as you do at 40, and that translates into decisions about what to do with your money. Your lifetime savings and investment goals are dynamic and should evolve over time.
Your decisions can change the world
SRIs ensure that your money will be invested in companies and projects that are ethically committed and meet ESG (environmental, social and governance) criteria.

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