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Legacy January: A 90-Minute Audit to Get Everything in Order
By Miguel Farrell - Fri, 01/09/2026 - 07:30
Some conversations aren’t urgent, until they are, especially those around death. Miguel Farrell outlines a 90-minute audit to get everything in order.
https://mexicobusiness.news/tag/financial-planning
More Finance & Fintech
Q4 Imperatives for SMEs: Turning Concepts Into ROI
By Sebastian Kreis - Thu, 10/30/2025 - 08:30
For SMEs, Q4 is not just another quarter. It’s the moment to turn concepts into ROI, when execution defines the future, writes Sebastian Kreis.
The Hidden Economics of Not Planning Your Finances
By Erick Diaz - Mon, 10/27/2025 - 08:05
Free cash flow is vital for business survival. Lack of it is the top killer of companies. Financial discipline is the answer, writes Erick Diaz.
Digital Savings: Automating Financial Inclusion in Mexico
By Marlene Garayzar - Fri, 10/24/2025 - 07:30
Mexican savings are up, but digital automation and flexible accounts are needed to move savers to beneficial tools, writes Marlene Garayzar.
The New Playbook for SMEs: Collaborate, Comply, and Grow
By Sebastian Kreis - Thu, 09/04/2025 - 07:30
SMEs need more than speed to thrive. Financial maturity, transparency, and data management are vital for success, writes Sebastian Kreis.
Mexico Lacks Investment Advisors; GBM Pushes Open Models
By Mariana Allende - Fri, 08/15/2025 - 10:45
Mexico has only 10,000 certified financial advisors for 77 million adults. GBM seeks to close this gap with open-architecture and client-first models
GBM, AXA Mexico Launch Vida Inteligente Life Insurance
By MBN Staff - Wed, 08/06/2025 - 11:54
GBM and AXA Mexico launch Vida Inteligente, a unit-linked life insurance with investment options for clients with over MX$1 million in assets.
Deathtech: Digitizing End-of-Life Planning in Mexico
By Miguel Farrell - Wed, 08/06/2025 - 08:00
A new 'deathtech' sector is emerging , using tech to digitize end-of-life planning and overcome the taboos around death. Miguel Farrell explains.
Digitizing Last Wishes to Transform Families, Economies
By Miguel Farrell - Thu, 07/24/2025 - 07:00
Deathtech is emerging as a vital sector to digitize chaotic end-of-life processes. Butin Mexico, there are issues. Miguel Farrell explains.
Your Worst Enemy in Investing? It Might Be You
By Luis Felipe Madrigal Mier y Terán - Fri, 07/11/2025 - 08:30
Mexico's new investors face behavioral biases like loss aversion. That’s where financial advisers come in. Luis Felipe Madrigal Mier y Terán explains.