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...
by Yasmin Peña | Jul 5, 2024 | Life Insurance
Permanent life insurance is a form of financial protection designed to provide benefits both during the insured’s lifetime and after their death. Unlike term life insurance, which covers a specific period (such as 10, 20, or 30 years), permanent life insurance...
by Yasmin Peña | Jun 24, 2024 | Life Insurance
Picking the perfect life insurance policy is a big deal. It can hugely impact your family’s financial security and give you peace of mind. With so many options out there, it’s essential to approach this process carefully and well-informed. Here are some...
by Yasmin Peña | Jun 13, 2024 | Estate Planning
Planning for retirement is one of the most important financial decisions you can make. Today, I want to talk about one of the most effective and popular tools in the United States for this purpose: an Individual Retirement Account, known as an IRA. Through an IRA, you...
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...
