04/28/2023
We have heard the word recession so much these days; if you searched for her on Google, you would get more than 239 million results. While […]
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05/12/2023
. First of all, we are going to describe what the debt ceiling is; according to Investopedia: “The debt ceiling is the maximum amount of money […]
05/25/2023
Is moving to Miami a sound financial decision? We see that Florida, specifically Miami, continues to receive a large flow of people. We are seeing that […]
06/23/2023
Many individuals lack knowledge of proper spending habits. Traditionally, it has been thought that the world of finance is highly complex. If a person wants to […]
07/07/2023
There are various answers to this question, but as a financial planner with over 20 years of experience, I have identified the key traits of successful […]
08/25/2023
Some financial experts point out that retirement is the most prolonged vacation we will ever have. Still, while that is true when you are working and […]
09/15/2023
4 out of 10 people are unaware that divorced people can receive Social Security benefits from their ex-partner. James and Mary’s story of their Social Security […]
02/02/2024
I read a study that said many people would rather go to the dentist, than go to the financial advisor. Talking about your finances with a […]
03/11/2024
In this blog, we will answer the main concerns that a person may have when they think about whether they need a financial planner or advisor, […]
