by Jorge Tijerino | Jun 11, 2024 | Financial Planning
Passing on financial wisdom to the next generation is crucial for their long-term success and financial stability. Financial literacy equips young people with the tools they need to make informed decisions, avoid debt, and build wealth over time. Here are some...
by Jorge Tijerino | Jun 11, 2024 | Financial Planning
Financial planning is not a one-time event but an ongoing process that requires regular attention and updates. Regular financial reviews are essential to ensuring that your financial strategies remain aligned with your goals and the ever-changing economic landscape....
by Jorge Tijerino | May 9, 2024 | Financial Planning
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an...
by Jorge Tijerino | Dec 20, 2023 | Financial Planning
Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified...
by Jorge Tijerino | Dec 20, 2023 | Financial Planning
Simple steps to help build your financial foundation. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: 1. Take advantage of an employer match. If they’ll match 3%,...
by Jorge Tijerino | Dec 20, 2023 | Financial Planning
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage. According to research by Ramsey Solutions, money is the top reason couples fight. Seems obvious, but it plays out over and over again. An article from...
