by Yasmin Peña | Jan 16, 2024 | Estate Planning
Achieving financial peace of mind is not just a wish but a goal that can be attained with proper planning and solid financial habits. Today, I want to share five fundamental steps that I always recommend to my clients, and they will also bring you closer to that...
by Yasmin Peña | Jan 10, 2024 | Estate Planning
Have you ever wondered, “What is a 401(k)?” Today, I want to tell you that it is a fundamental tool in the financial landscape of the United States. It can act as an employer-sponsored retirement plan, where employees allocate a portion of their pre-tax...
by Yasmin Peña | Dec 13, 2023 | Estate Planning, Health Insurance
Financial planning is essential to ensure the peace of mind of our loved ones, especially in the United States. Here, there are multiple laws related to inheritance distribution, leading many families to lose generational wealth. After 10 years specializing in estate...
by Yasmin Peña | Dec 11, 2023 | Estate Planning
A Revocable Living Trust is a powerful and versatile legal tool that provides strong protection for your assets and ensures continuity in managing your estate. If you’ve heard about this topic, you’ve probably asked yourself, “Why do I need a...
