What’s Going on with Social Security? What’s Going on with Social Security? Recent headlines have raised alarms about the future of Social Security, leaving many Americans wondering whether the program will still be there when they retire. According to a recent CNBC report, Social Security’s trust funds face potential depletion as early as 2034, […]
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Localized Estate Planning Considerations for Small Business Owners in the OBBBA Localized Estate Planning Considerations for Small Business Owners in the OBBBA You’ve poured your energy, time, and money into building your business. And if you’re like other business owners, much your wealth might reside in illiquid assets in your company. One thing you don’t
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The First Line of Defense to Avoid Experiencing a Scam: Preparation The First Line of Defense to Avoid Experiencing a Scam: Preparation Scammers are getting smarter—and bolder. And unfortunately, Latino communities are being targeted at higher rates than ever before. From impersonating grandchildren in distress to manipulating trust through phone and online scams, bad actors
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Client Login What the ‘One Big, Beautiful Bill’ Means for You and Your Wealth Strategy The recently passed One Big, Beautiful Bill Act (OBBBA)—a sweeping federal tax reform signed into law in July 2025—is being hailed as one of the most consequential pieces of tax legislation since the 2017 Tax Cuts and Jobs Act (TCJA).
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Renting vs. Buying: How to Choose What’s Right for You Renting vs. Buying: How to Choose What’s Right for You Deciding whether to rent or buy a home is a big financial decision. When people ask me what to do when they’re facing this decision, my answer is always: it depends. And as Latinos, we’re
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Tax-Savvy Team Building: Enjoy Summer While Boosting Productivity Tax-Savvy Team Building: Enjoy Summer While Boosting Productivity Have you ever worked on a team that just didn’t gel? They maybe were hard to communicate with and it felt impossible to get things done? That’s never a good spot to be in, especially when you see it
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What the U.S.’s Downgraded Credit Rating Means for You What the U.S.’s Downgraded Credit Rating Means for You Moody’s recently cut the credit rating of the U.S. from the highest, triple-A rating to Aa1 and changed the outlook from negative to stable, according to a press release from the credit rating agency. Moody’s noted that
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9 Financial Planning Tips for Small Business Owners 9 Financial Planning Tips for Small Business Owners Running a small business is both exciting and demanding. We know, because we are also business owners. With so many responsibilities on your plate, from managing operations to serving customers, it’s easy for financial planning to take a backseat.
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The Importance of Special Needs Planning for Families Autism Awareness Month is drawing to a close, but it’s important to keep special needs planning top-of-mind throughout the year. For families with loved ones with special needs, the future can feel uncertain. Questions about financial stability, eligibility for government benefits, and ensuring proper care often weigh
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24 people who will shape wealth management in 2024 Let’s Talk. Strengthen Your Relationship Through Open Financial Conversations Start building a solid financial foundation for your relationship by initiating honest and regular discussions about money. Discover the benefits of open communication, increased trust, and alignment of goals. Take the first step towards a harmonious financial
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