by Yasmin Peña | May 22, 2024 | Life Insurance
When it comes to your health, protection is paramount. However, even with the best health insurance coverage, expenses resulting from an accident can exceed your expectations. What happens when your medical bills pile up and your basic financial needs during recovery...
by Yasmin Peña | May 1, 2024 | Estate Planning
A crucial topic in retirement financial planning is understanding the tax implications of withdrawing money from your Individual Retirement Account (IRA) in the United States. You may have wondered, “Do you have to pay taxes when withdrawing money from an...
by Yasmin Peña | Apr 5, 2024 | Estate Planning
Retirement planning is a fundamental part of long-term financial planning. However, many people don’t pay enough attention to this crucial aspect of their future. Building a solid retirement plan requires time, effort, and strategy. That’s why I want to...
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 | Mar 13, 2024 | IUL
Indexed Universal Life (IUL) insurance policies are an attractive option for those seeking long-term financial security. In fact, this type of plan is gaining popularity in the market for this reason. However, like all types of coverage, they are ideal for individuals...