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 | Jan 16, 2024 | Estate Planning
Achieving financial peace of mind is not just a wish but a goal that can be attained with proper planning and solid financial habits. Today, I want to share five fundamental steps that I always recommend to my clients, and they will also bring you closer to that...
by Yasmin Peña | Jan 5, 2024 | Life Insurance
Today, I want to answer a question that I am frequently asked, and it has to do with how much life insurance costs. Understanding what factors influence the monthly payment of a plan can help you make decisions when choosing a policy, ensuring that it fits your needs...
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...
