by Yasmin Peña | Sep 20, 2024 | Life Insurance
When you think about life insurance, you might associate it solely with protecting your loved ones in case of your passing. While this is one of the most important reasons to get it, many don’t realize that life insurance can also offer benefits while you’re alive....
by Yasmin Peña | Sep 13, 2024 | Health Insurance
The Open Enrollment period is one of the most important times of the year for those who need to purchase or change their health insurance in the United States. During this time, millions of people have the chance to review their medical coverage options and ensure...
by Yasmin Peña | Sep 5, 2024 | Life Insurance
Life insurance is an essential financial tool that provides peace of mind and security to those who depend on you. It can also offer additional benefits that go beyond simple economic protection in the event of death. However, not everyone believes they need it, and...
by Yasmin Peña | Aug 16, 2024 | Estate Planning
Do you have savings in a 401(k), IRA, or an annuity and want to transfer them to another retirement account without incurring penalties? Today, I’ll explain the ideal tool for you: What is a Rollover? A rollover is the process of moving your savings from one...
by Yasmin Peña | Jul 12, 2024 | Estate Planning
An IRA, or Individual Retirement Account, is a financial tool designed to help individuals save and invest efficiently for retirement, while also providing various tax benefits. Established in the United States, IRAs offer significant advantages for those planning to...
