Browsing: Planning

La salud financiera no es un lujoEn este episodio de Mente Hispana, Ian J. Gates comparte su trayectoria desde su infancia en Nueva York hasta convertirse en asesor financiero. Habla sobre su experiencia en el ejército y cómo esto influyó en su visión sobre las finanzas personales. Ian enfatiza la importancia de la educación financiera, la separación de cuentas personales y de negocio, y la necesidad de empezar a invertir lo antes posible. También detalla su proceso de asesoría en Bastion Fiduciary y ofrece consejos prácticos sobre cómo manejar el dinero de manera efectiva.Mira aquí o en YouTube​:https://youtu.be/IkHcDDdmqPA?si=S1icSip-_dUfjsSV Disclaimer: This video…

Watch here or on YouTube​:https://youtu.be/JI9WTBSMUIQ?si=Dhx-HtTSQjIlJFmJ Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

Watch here or on YouTube​:https://youtu.be/UsaYRN0EbeY?feature=shared Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

Your life and health insurance policies are key parts of your overall financial plans. Review these checklists annually to ensure you have the coverage you need.  PDF: What Issues Should I Consider When Reviewing My Health and Life Insurance Policies? FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. This article is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

The One Big Beautiful Bill is a major piece of tax legislation that introduces broad changes across several areas of personal financial planning. Review this summary guide to get a high-level overview, and consult with a qualified professional for personalized recommendations.  PDF: The One Big Beautiful Bill Act Comparison Guide FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. This article is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

I drive a hybrid, own a labradoodle, and live in the suburbs. As a result, my car achieves excellent mileage, my dog doesn’t shed, and my yard is easy to mow. Like many others, I’ve found great value in taking a “best of both worlds” approach. So, when people inquire about what business I’m in, I smile and reply: “Centaurs.” For those unfamiliar, the centaur is a mythical creature, often found in fantasy novels like The Chronicles of Narnia.1 Born with the lower body of a horse and the upper body of a human, it merges the strength and endurance of the…

Many homeowners overpay property taxes because of inflated appraisals. I successfully protested mine using proof of my home’s recent purchase price. That simple step led to a $2,200 refund and an $80 drop in my monthly mortgage payment—just from the reduction in taxes following the reassessment I requested. This article shows you how to check for—and, if needed, respond to—an unrealistic property valuation. What Happened In June 2023, I bought a used tract house in Southeast Texas for $268,000. A few months later, I received a letter from a company offering to protest my property tax assessment—for a fee based on any…

Dear Mr. Greenblatt, I’m writing to thank you for The Little Book That Still Beats the Market — and to let you know that a bit of military history you mention in the book, rather than hurting your argument, actually helps prove your point. For context, I’m a former U.S. Army officer whose specialty was interpreting enemy capabilities and intentions. Today, I work as a financial advisor at Bastion Fiduciary, a fee-only, veteran-led value investing firm. We also both have been blessed to grow up near New York City and attend grad school in Philadelphia (not far from Valley Forge, a location…

Review the below checklist to assess where you might want to put your focus.  PDF: What issues should I consider during a recession or marketing correction? FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. The information provided here is for educational and information purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

I thought getting a new credit card number would stop old subscriptions from charging me. Then my next statement arrived—and a problem vendor had still managed to charge me. When I called my bank, I learned about account updater services—systems that automatically send new card details to certain merchants.[1] In other words, just changing your card number isn’t enough anymore. To fully stop unwanted charges, I needed a security close—a method that blocks automatic billing updates for good. Why a New Card Number Doesn’t Work Many banks use account updater services, which allow certain merchants—like gyms and streaming services—to request and…