Tag: Investment Planning


Financial Planning for the Latino Community

The Latino community is making significant strides in the U.S. economy, with projections indicating a remarkable growth in purchasing power over the next few years. While this progression is noteworthy, it’s essential to recognize the challenges faced by Latino individuals in achieving financial stability. Despite the positive statistics, disparities in income, workplace discrimination, and lower […]

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How to Open a Certificate of Deposit (CD) Account

Are you considering opening a certificate of deposit (CD) account? With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed decision that aligns with your financial goals.  Our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening […]

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How Do You Afford Your Coffee Breaks?

Do you have a coffee habit? Is it your morning routine or your afternoon pick-me-up? However you prefer your cup, it could be eating into your budget. Marianela recently shared her tips in this AP News article, including how to make java a scheduled part of your budget. Check it out to learn more about […]

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Should You Set Up a Trust?

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 to be transferred to your chosen beneficiaries upon your death, avoiding certain probate costs. However, they might not be the best solution for […]

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