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...
top of page
Search
Chris Quintana
Jan 29, 20213 min
How to Prepare for Tax Season
A new year brings new considerations, especially when it comes to getting ready for tax season. What has changed since last year? What...
16 views0 comments
Chris Quintana
Jan 15, 20212 min
Looking Ahead: What to Consider for 2021
At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order. But, the...
19 views0 comments
Chris Quintana
Jan 1, 20212 min
5 Common Financial Mistakes to Avoid
Planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But it's surprisingly easy to make...
27 views0 comments
Chris Quintana
Dec 15, 20202 min
The 4 Types of Legal Documents Every Family Needs
When planning your legacy and making your wishes known, organization is vital. Both digital and physical organizing of your essential...
53 views0 comments
Chris Quintana
Nov 13, 20202 min
Navigating Your Social Security Options for Retirement
When it comes to retirement planning, Social Security benefits are a crucial component. Two of the most significant considerations are...
11 views0 comments
Chris Quintana
Oct 30, 20203 min
Managing Surprises and Sticking to Financial Goals During the Pandemic
Without expenses like travel and dining out, many people have found opportunities to save more over the last few months due to the...
12 views0 comments
Chris Quintana
Oct 16, 20202 min
Essential Considerations for Divorce Financial Planning
No one ever wants to think about the complexities of dividing their finances, but divorce is an unfortunate reality for many. In recent...
27 views0 comments
Chris Quintana
Oct 2, 20202 min
4 Ways To Protect and Increase Generational Wealth Through Life Insurance
Life insurance can potentially protect and even increase generational wealth in ways many people don't know about. Have you taken a look...
16 views0 comments
Chris Quintana
Sep 18, 20202 min
Discussing Financial Milestones as a Parent
Talking about money and the future can sometimes feel awkward or challenging, especially with your children. But to help minimize stress...
11 views0 comments
Chris Quintana
Aug 28, 20202 min
Is Downsizing Your Home the Right Move? 3 Questions to Consider
Homeowners may choose to downsize for a variety of reasons. Maybe you're tired of maintaining an older home, don't need as much space...
14 views0 comments
Chris Quintana
Aug 14, 20202 min
Unveiling the Truth About 401k Fees and Retirement Plan Fees
If you have a 401k, 403(b), or 457 plan, you may be losing money to overpriced investments and hidden costs. Understanding 401k fees can...
14 views0 comments
Chris Quintana
Jul 17, 20202 min
Considering Early Retirement? Here's Your Guide to Retirement Planning
Life doesn't always go as planned, and if you're currently navigating a new set of circumstances that has led you to consider early...
16 views0 comments
bottom of page