by Jayce Serrano | Nov 1, 2023 | Uncategorized
Retirement is often something we want to think about later in life. But unfortunately, later comes pretty quickly and most people find themselves ill-prepared for this stage in life. According to the Federal Government, the Social Security age is increasing to 67 for...
by Jayce Serrano | Jul 26, 2023 | Uncategorized
For many of us, planning for the future can be daunting. Long-term care insurance is critical to that plan which provides financial security in the event of a medical emergency. As you start researching which long-term care insurance policy is right for you,...
by Jayce Serrano | Jun 17, 2023 | Uncategorized
Bonds and market dynamics go hand in hand, as bonds are a fundamental component of the global financial market. In essence, bonds are loans given by an investor to an entity that needs to borrow money, such as governments, corporations, or other organizations. Bonds...
by Jayce Serrano | May 6, 2023 | Uncategorized
Profit-sharing plans are a form of retirement plan where the employer shares their profits with their employees based on how much they earn. One of the most well-known types of profit sharing is the 401(k), which comes with capped contributions from the employer. Tax...
by Jayce Serrano | Apr 3, 2023 | Uncategorized
Estate planning is a crucial step in securing your family’s financial future, but it can be a complex and overwhelming process. However, by engaging in proper estate planning, you can ensure that your wishes are carried out after your passing and that your loved...
