As you work with your CERTIFIED FINANCIAL PLANNER™ professional on your estate planning goals, you may be wondering if a revocable trust is right for you. Revocable trusts can allow your assets [...]
Did you know that even if your spouse doesn’t have any earned income, you can establish and contribute to his or her IRA. This is a simple but potentially powerful financial planning opportunity. [...]
Investment opportunities exist all around the globe Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem [...]
With hurricane season upon us, it is time to put preparations in place. While we can never be sure when a storm might stir up, we can be sure that we are ready. GET YOUR HOME READY Take a good [...]
Elder fraud is a very real and growing issue, although accurate statistics are hard to nail down. The majority of cases go unreported or are underreported. For an example, however, last year the [...]
Sometimes taking risks seems rather enticing, especially in retirement when you have time to research new ideas and the latest stocks. But as Marianela Collado points out in this New York Times [...]
There are a number of pros and cons when you decide to go from renting to owning a home. In a recent NerdWallet article, “Millennial Money: 3 things that change when you own a home,” Marianela [...]
Have you ever heard of a Child IRA? As long as your children are earning income, they can begin to contribute to an IRA and build a solid financial foundation. How Do You Begin? The first step is [...]
Marianela Collado talks about how our diverse expertise adds unparalleled value to your financial planning strategy. In working with your advisor, you’ve likely noticed that your financial future [...]
As a business owner, you have a lot on your mind. Keeping the everyday details of your business humming along, while also looking ahead to avoid pitfalls and grow at a steady pace, can be a [...]
