ThinkAdvisor Luminaries Awards 2024
Honored to be a finalist for the Luminaries with Heart Individual Award. Click on the photo for link to the press release.
Honored to be a finalist for the Luminaries with Heart Individual Award. Click on the photo for link to the press release.
I spoke with Deborah Nason via CNN about compound interest and its importance in building wealth.
I spoke with the New York Times about the benefits opening a Roth IRA, even if you're getting close to retirement. Click on the title or photo to read the full article.
I joined Money Vehicle, the groundbreaking financial literacy program for students and educators. Click on the photo to see the press release.
We are pleased to announce that co-founder, Luis Rosa, is one of three national finalists for the Community Service Award in the 18th Annual Invest in Others Awards for his philanthropic contributions to The BLX Internship Program! Visit https://buff.ly/4cDiOOE to learn more!
Luis spoke with Sara Rathner via Nerdwallet about credit card rewards and when these benefits may be taxable.