by Yasmin Peña | Apr 5, 2024 | Estate Planning
Retirement planning is a fundamental part of long-term financial planning. However, many people don’t pay enough attention to this crucial aspect of their future. Building a solid retirement plan requires time, effort, and strategy. That’s why I want to...
by Yasmin Peña | Mar 20, 2024 | Estate Planning
Accidents can happen at any time and place, without warning, and they could leave us with serious injuries and facing enormous medical and life costs. Faced with this reality, it is essential to have adequate protection measures to safeguard health and financial...
by Yasmin Peña | Jan 25, 2024 | Without category
When it comes to obtaining a loan and using financial tools as your own bank, there are two common options: the IRA (Individual Retirement Account) and the IUL (Indexed Universal Life Insurance). Both have their advantages and challenges, and here are some key points...
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 | Jan 5, 2024 | Life Insurance
Today, I want to answer a question that I am frequently asked, and it has to do with how much life insurance costs. Understanding what factors influence the monthly payment of a plan can help you make decisions when choosing a policy, ensuring that it fits your needs...
