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 | 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...
