Transition Financial Advisors, Inc
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Cash Management Planning

Cash Management deals with matters related to your net worth (assets and debts) and your current cash inflows/outflows.  For example, we look at your net worth to see if there are assets that should be liquidated to eliminate debt or determine the percentage of your assets that are in Canada vs. the US to begin the development of a strategy to prudently move your assets to Canada. Here are some other things to consider in cash management before making the transition to Canada.



Interesting Links

Historical Canada/US Exchange Rate Lookup

Custom House Currency Exchange - competitive exchange rates in Canada & the US.

HiFX - competitive exchange rates in Canada & the US.

Bank of Canada - interest rates, inflation and other economic data.

Bank Rate - current mortgage rates, auto rates, etc. in the US.

The International Monetary Fund - info on money & countries around the world.

Zillow - Get an estimate of what your new house is worth.





 

Cash Management

Currency Exchange Facts & Myths
Mortgages
Establishing A Credit Rating