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inversiones

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Alonso Rodriguez Segarra CFP®
Luis Carlos Grillet
Mariely Sanchez

12/05/2025

Published by Alonso Rodriguez Segarra CFP® at 12/05/2025

Roth Conversions: Your Proactive Tax Planning Strategy Before 2026

The New Fiscal Horizon and the Fiduciary Mandate As Fiduciary Advisors, our primary commitment is to the long-term financial well-being of our clients, seeking to minimize […]

12/12/2025

Published by Alonso Rodriguez Segarra CFP® at 12/12/2025

Building Financial Resilience: Year-End Tactics to Manage Uncertainty in 2026

Introduction: The Imperative of Proactive Planning Year-end is more than an accounting milestone; it represents a critical opportunity to reassess and fortify your assets. For individuals […]

12/17/2025