by Yasmin Peña | Oct 14, 2024 | Estate Planning
Financial stability is not just about how much money you have at the moment; it’s about how you protect that money over time to keep it safe from unforeseen events. Unexpected situations, such as health issues, family emergencies, or economic crises, can jeopardize...
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...
