by Rey Cepeda | May 28, 2020 | Featured, News
Written by Doug White. You need a budget if you… Wonder where all your money went each month. Have goals for savings but you don’t think you have any money to save. Haven’t started putting anything away towards retirement or other long term goals. Have debt that...
by Rey Cepeda | May 1, 2020 | Featured, News
You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills, save...
by Rey Cepeda | Apr 10, 2020 | Featured, News
Following the recommendations of our elected and government officials to stay home and stay safe has provided the opportunity for many of us to spend more time with family. Whether it is going on walks, playing board games, watching movies, or simply just enjoying...
by Rey Cepeda | Apr 3, 2020 | Featured, News
In volatile times like these, individuals like yourself experience the value of having a financial plan in place designed to meet financial goals through any market condition. Allowing you to focus less on financial stress and more on what matters most: a happy and...
by Rey Cepeda | Mar 31, 2020 | Featured, News, Rollovers
As the COVID-19 pandemic continues to evolve, we remain committed on providing our clients the highest level of service. You may be aware that Congress has passed the Coronavirus, Aid, Relief and Economic Security (CARES) Act with provisions to positively impact...
by Rey Cepeda | Mar 20, 2020 | Featured, News
This is clearly an eerie and unsettling time. We face not just a health crisis, but, as economic activity has slowed, if not stopped altogether, the very real prospect of a recession is here. During times of uncertainty and instability, it’s natural for...
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