by Yasmin Peña | Jun 5, 2024 | Estate Planning, Health Insurance, Life Insurance
The lack of proper estate planning can create various legal and emotional issues for the family and loved ones left behind. Without a clear plan, there may be family disputes, costly legal processes, and an asset distribution that might not reflect the...
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 27, 2023 | IUL
Recently, the term IUL has been frequently mentioned and is widely recommended as a mechanism for future savings. This Indexed Universal Life insurance is a versatile tool that combines financial security for your family with growth opportunities. If you’re...
by Yasmin Peña | Dec 11, 2023 | Life Insurance
The world of life insurance can be complex, but understanding the differences between term life insurance and permanent life insurance is crucial for making informed decisions about the financial protection of your loved ones. I remember that when I started working in...
