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...
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Chris Quintana
- Nov 12, 2021
- 2 min
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...
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Chris Quintana
- Oct 29, 2021
- 2 min
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...
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Chris Quintana
- Oct 15, 2021
- 3 min
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...
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Chris Quintana
- Oct 1, 2021
- 2 min
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...
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Chris Quintana
- Sep 17, 2021
- 2 min
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...
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Chris Quintana
- Aug 27, 2021
- 2 min
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...
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Chris Quintana
- Aug 13, 2021
- 2 min
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...
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Chris Quintana
- Jul 30, 2021
- 2 min
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...
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Chris Quintana
- Jul 16, 2021
- 2 min
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...
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Chris Quintana
- Jul 2, 2021
- 2 min
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...
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Chris Quintana
- Jun 18, 2021
- 2 min
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...
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Chris Quintana
- May 28, 2021
- 2 min
What is Cryptocurrency?
Cryptocurrency has become a prominent topic of discussion among investors, yet this relatively new digital currency can still be...
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Chris Quintana
- May 14, 2021
- 2 min
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...
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Chris Quintana
- Apr 30, 2021
- 2 min
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...
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Chris Quintana
- Apr 16, 2021
- 2 min
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...
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Chris Quintana
- Mar 26, 2021
- 2 min
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,...
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Chris Quintana
- Mar 12, 2021
- 2 min
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...
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Chris Quintana
- Feb 26, 2021
- 2 min
How to Protect Your Assets
What lies ahead? Predicting the future is impossible, but that doesn't mean you have to feel caught off guard during times of...
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Chris Quintana
- Feb 12, 2021
- 2 min
Top Expenses in Retirement to Prepare For
Have you thought about the expenses in retirement you might have that weren't an issue during your working years? You've probably...
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