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Iris Sagrado | Jun 15, 2022

6 Common Pre-Retirement Mistakes that Cost Dearly

Financial Planning
retirement

 

In the best of worlds, individuals start saving for retirement the first paycheck they receive. And while some of us might have been intelligent enough to

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Blog header images (24)
Iris Sagrado | Jun 6, 2022

How to Invest After You Retire

Financial Planning
Invest
Retire

 

Whether you’ve been a savvy investor your whole career, or you’ve decided now’s the time to buckle down on obtaining additional income, investing in

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Blog header images (21)
Iris Sagrado | May 27, 2022

4 Most Common Money Mistakes for Pre-Retirees

Financial Planning
Pre-Retiree
retirement

Nearing retirement, your thoughts start to drift farther and farther away from the job at hand and closer to what you’ll be able to do in all that free time -

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Blog header images (20)
Iris Sagrado | May 18, 2022

9 Ways to Save for Your Retirement If Your Company Doesn't Offer a 401(k)

401K
Financial Advice
retirement

A 401(k) is one of the best ways to save for a secure retirement, but if you work for yourself or a small enterprise, this added perk may not be available to

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Blog header images (19)
Iris Sagrado | May 9, 2022

5 Compelling Reasons to Consider Working in Retirement

Financial Planning
retirement
Working

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation

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Blog header images (18)
Iris Sagrado | Apr 29, 2022

Should You Take Social Security Early in Light of an Unexpected Event?

Financial Planning
Social Security
Unexpected Event

For those between the ages of 62 and 70, you have the opportunity to begin claiming your Social Security benefits, whether you were planning to or not. This

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Blog header images (17)
Iris Sagrado | Apr 29, 2022

How to Estimate What Your Social Security Payments Will Be

Financial Planning
Payments
Social Security

In 2019, the average monthly social security benefit for retired workers was $1,471.1 Whether this amount seems like a lot or a little will depend on your

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Blog header images (16)
Iris Sagrado | Apr 27, 2022

How to Make Your Money Last in Retirement

Financial Planning
Money
retirement

Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns about the road ahead. 

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Iris Sagrado | Apr 22, 2022

Where Will You Live in Retirement?

Financial Advisor
Financial Planning
retirement

When it comes to making a decision surrounding where you will spend your retirement, the options are seemingly endless. Whether you enjoy the coast or have

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creative ways to earn passive income
Iris Sagrado | Apr 15, 2022

Creative Ways to Earn Passive Income in Retirement

Financial Planning
Passive Income
retirement

Passive income is money earned in a way that doesn’t require much active effort, traditionally through investments or stake in a business. Active income, on the

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Blog header images_1
Iris Sagrado | Mar 25, 2022

What is the Difference Between a Tax Credit and a Tax Deduction?

Financial Planning
Tax Credit
Tax Deduction

When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to any taxpayer’s ears. That’s because both are used to lower the

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Iris Sagrado | Mar 2, 2022

You Received Unemployment Benefits in 2021. What Does That Mean for Your Taxes?

Financial Advisor
taxes
Unemployment
Unemployment Benefits

Losing a job is tough, especially when it's by no fault of your own. In the event that you find yourself unexpectedly without a stream of income, you may be

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