Blog
News & Articles
Who Must Pay Inheritance Tax in the United States?
Inheritance taxes, also known as taxes on transferred property, are federal taxes that your heirs must pay when they receive your assets. The tax rate varies by state and also depends on whether you are a citizen, resident, or foreigner. Who Must Pay Inheritance Tax...
How Can You Transfer Your Savings to Another Retirement Account?
Do you have savings in a 401(k), IRA, or an annuity and want to transfer them to another retirement account without incurring penalties? Today, I’ll explain the ideal tool for you: What is a Rollover? A rollover is the process of moving your savings from one...
What is Medicare?
What is Medicare? It is a federal health insurance program in the United States that provides coverage to individuals aged 65 and older, certain younger people with disabilities, and individuals with end-stage renal disease (chronic kidney failure requiring dialysis...
My Participation in “El Negocio de Ser Tú” with Vilma Núñez and Ismael Cala
I had the honor of being a special guest at "El Negocio de Ser Tú," an event organized by Vilma Núñez (@vilmanunez) and Ismael Cala (@ismaelcala), held in Miami, FL, on July 18, 19, and 20 of this year. This event, aimed at business owners, entrepreneurs, and personal...
To Thrive, You Must Change Your Mindset
On the path to success, mindset plays a crucial role. Often, our limiting thoughts and beliefs keep us trapped in a cycle of procrastination and unfulfilled dreams. One of the most common traps is the "someday" mentality. This way of thinking makes us believe that, at...
Types of Life Insurance: Which One Do You Need?
Life insurance is a crucial tool for financial and estate planning, providing a safety net for loved ones in the event of death. However, choosing the right type of life insurance can be overwhelming due to the variety of options available. It’s time to explore the...