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How to Manage Multiple Financial Priorities? 5 Effective Strategies
Retirement is a huge goal, but it probably isn't your only financial objective. Other significant milestones in your future might be...

CQ
Mar 4, 20222 min read


6 Retirement Costs to Keep in Mind for Successful Retirement Planning
No matter how much you've thought about retirement, it can be easy to overlook some details that will make your post-employment years run...

CQ
Feb 18, 20222 min read


How to Create a Financial Safety Net: 4 Ways of Planning for Unexpected Expenses
Are you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues, and more...

Chris Quintana
Dec 31, 20212 min read


How Do HSA Accounts Work? - A Guide for High Earners
Health savings accounts (HSAs) offer a potentially advantageous option for high-income earners looking for tax-saving strategies. Let's...

Chris Quintana
Nov 12, 20212 min read


Expenses to Consider When Selling Investment Property
Are you considering selling your investment property? Before making a move, it's crucial to understand the costs involved in the process...

Chris Quintana
Oct 29, 20212 min read


How to Create a Retirement Distribution Plan?
After years of careful saving and investing, you're finally ready to retire. Congratulations on reaching this significant milestone! As...

Chris Quintana
Oct 15, 20213 min read


Vital Discussions in Financial Planning for Married Couples
Have you and your spouse ever found yourselves in disagreements over money matters? You're not alone. Shared finances can be tricky to...

Chris Quintana
Oct 1, 20212 min read


Financial Implications of Returning to Work After Retirement
Retirement is a milestone achievement, and deciding when to leave the workforce can be a challenging decision. However, many individuals...

Chris Quintana
Sep 17, 20212 min read


How to Transfer Property to Heirs
Passing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will...

Chris Quintana
Aug 27, 20212 min read


What Are RMDs and What to Know About RMDs and Retirement Planning
As you plan for retirement, understanding the intricacies of Required Minimum Distributions (RMDs) is essential. These regulations have...

Chris Quintana
Aug 13, 20212 min read


What Are the Benefits of Setting Up a Trust?
What do you want to leave behind for your heirs? Thinking ahead can be challenging, but ensuring a well-considered inheritance for your...

Chris Quintana
Jul 30, 20212 min read


Things to Consider When Lending Money to Family
Financial Peace of Mind Achieving financial security brings a sense of tranquility. The freedom from worrying about bills and retirement...

Chris Quintana
Jul 16, 20212 min read


What is Lifestyle Inflation, and Is It Avoidable?
More money means more spending power. When a promotion at work or a lucrative investment puts more money in your pocket, you're naturally...

Chris Quintana
Jul 2, 20212 min read


Estate Planning Tips for the Present and Future
Estate planning in the United States could be subject to potential tax modifications following proposed changes by the new...

Chris Quintana
Jun 18, 20212 min read


What is Cryptocurrency?
Cryptocurrency has become a prominent topic of discussion among investors, yet this relatively new digital currency can still be...

Chris Quintana
May 28, 20212 min read


Retirement Savings Options for High-Income Earners
Your annual earnings can significantly shape your retirement planning journey. Have you ever wondered how your income impacts your...

Chris Quintana
May 14, 20212 min read


What is a Custodial Account? Understanding the Basics and Benefits
Are you pondering the myriad ways to invest in securing your family's future? Enter the realm of custodial accounts, a powerful tool that...

Chris Quintana
Apr 30, 20212 min read


Is Buying a Second Home a Good Investment?
At some point, many people consider buying a second home. This new property might be your vacation getaway or an addition to your...

Chris Quintana
Apr 16, 20212 min read


Retirement Milestones for Your 50s
You may have heard that it's a good idea to save about five to six times your salary by age 50 and seven times your salary by age 55,...

Chris Quintana
Mar 26, 20212 min read


How to Pass on Generational Wealth
As baby boomers retire, one question on many minds is how to pass on substantial wealth to younger generations. This significant...

Chris Quintana
Mar 12, 20212 min read
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