by Yasmin Peña | Jul 22, 2024 | Life Insurance
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...
by Yasmin Peña | Jun 28, 2024 | Estate Planning
In today’s world, financial planning is essential for ensuring a stable and prosperous economic life, as it allows for informed decision-making that facilitates effective management of financial resources and secures a safer future. This process involves...
by Yasmin Peña | Jun 24, 2024 | Life Insurance
Picking the perfect life insurance policy is a big deal. It can hugely impact your family’s financial security and give you peace of mind. With so many options out there, it’s essential to approach this process carefully and well-informed. Here are some...
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...
