How One Immigrant Advisor Is Helping the Hispanic Community Save and Invest Their Wealth
According to the US Census 2020, Latinos and Hispanics combined control more than $2.5 trillion in consumer buying power, and […]
We Can’t Control Inflation, But We Can Control What We Do About It.
Whenever we hear that inflation is rising and the Consumer Price Index (CPI) shows inflation at say, 3%, it means […]
The Best Financial Advisor for You Might Not Be Local
A lot of our clients who are looking for the right advisor that aligns with their priorities and preferences, assume […]
Which Financial Advisor Credentials Matter Most?
Type in ‘fee-only financial advisor’ in a Google search and you’ll see pages of financial advisors. Most with a dizzying […]
New Year… New Tax Planning
The stock market continues to rally, but interest rates and inflation are still running high. At this moment, our attention […]
Do you have to pay taxes on your Social Security income?
When it comes to tax season, the abundance of complex forms and intricate calculations can be overwhelming. Organizing your personal […]
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