by Javier Olaya | Jan 25, 2021 | Uncategorized
Losing a loved one is an incredibly emotional time, and is often made more difficult by time-sensitive tasks like funeral arrangements or turning off streams of income like Social Security or pensions. Then you may learn you have inherited assets that come with...
by Javier Olaya | Jan 18, 2021 | Uncategorized
Early on in your efforts toward retirement savings, it’s easier to accept market volatility given the potential for growth over a long period of time. When actually preparing to retire however, your mindset needs to change. You are no longer looking only for the best...
by Javier Olaya | Jan 11, 2021 | Uncategorized
Saving for college is very similar to saving for retirement. In both scenarios, we aim to have a certain amount of money put away by a specified period of time before beginning withdrawals. Here’s three things to keep in mind when saving for college: 1. Have a...
by Javier Olaya | Jan 4, 2021 | Uncategorized
In the U.S., more than 189 million Americans have at least one credit card, and on average, most consumers have four with an average balance of about $8,400. In our experience, most credit card debt stems from two issues: either someone doesn’t have a budget and has...
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