Are you in a serious relationship, newly hitched, or planning to tie the knot? It's time to cozy up this February 14th for a special Valentine's Day treat that invests in your future. Join our webinar, "For the Love of Money," where we unravel the financial talks that every couple should be having. 💸❤️ Discover how to build a strong financial foundation with your significant other and sail into the sunset without financial woes.
If you have credit card debt, read on to learn ways to tackle it in 2024.
I spoke with Brian J. O'Connor at the New York Times about the importance to work with a financial planner in order to plan ahead before and during retirement, including how to avoid or minimize taxation on Social Security benefits.
Join us as 4 thought-leader panelists debate and digest the 10 FinTech reveals of the day - how will they affect advice engagement and delivery? Click to register.
Honored to be listed in Nerdwallet's list of 8 Latino Financial Influencers to Follow in 2023. Click on the photo or title to read the full story.
Planning for your financial future starts today, and we know that can be overwhelming and daunting at times. There are competing responsibilities, like la familia, education, work, social groups and more. Having a strong financial plan will help you and your family be better prepared for the future. Regardless of what your short and long-term financial goals are, we can help. Join us for Let's Talk Dinero for a chat with Certified Financial Planner(tm) Pro, entrepreneur and podcast host, Luis Rosa.