Blog

COVID-19 Survival Tips

We know it's tough in these trying times of social distancing and self quarantine. Here's a few tips to help get you through it: -Stay up to date, but don't dwell on the news 24/7 -Make sure to practice self care. Exercise by walking around your house or apartment....

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Markets in Turmoil? Stay the Course!

Last week was a rough ride for the markets with news of the coronavirus spreading. You may be looking for advice on what to do. I've been in the industry over 25 years, and I endeavor to look at the world through the lens of facts and history. News reporting has...

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The SECURE Act and YOU

By now, you've been hearing about The SECURE Act of 2020. How does this affect you? Andres Romero of E2E Financial walks you through it in this quick video. Have more questions about The SECURE Act?  Reach out - we're here to help.

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Why you should never shorten “2020”

Information security is a constant battle when there are criminals waiting to take advantage of you and scam you. So while it's easy and it would make sense to shorten the year 2020 to simply "20" when signing paperwork, it's best to protect yourself by writing out...

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When Should You Claim Retirement Benefits?

Social Security is a major source of lifetime retirement income for most Americans. As you near retirement, determining when to claim your social security benefit is one of the biggest financial decisions you need to make. Watch this 3-minute video to help you...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?