Tag: retirementplanning


10 Financial Moves to Make in Your 60s

If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a financial checklist can help determine any last-minute adjustments prior to reaching this major milestone.  Recently our CEO Marianela Collado spoke with AARP providing some much-needed advice to help those approaching retirement. […]

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The SECURE Act and YOU!

As you may or may not know, during the last two weeks of 2019, there was a major piece of legislation that affects quite a few staple planning opportunities.  Our goal is to always provide you with the education and tools you need to make informed decisions as it affects your financial house.  While many […]

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