Risk Management: Understanding the Role of Life Insurance.
Life insurance is a crucial financial tool for anyone with dependents. It provides a safety net that ensures loved ones are protected from financial hardship if the unexpected happens.
College: Your Plan, Their Future - Why Investing in Your Kid's Education Matters.
Saving for college helps families manage rising tuition costs and to rely less on student loans.
Retirement: One Nest Egg, Three Buckets.
Investors typically save in three types of accounts Roth, Traditional, and Taxable which differ mainly in how and when your money is taxed.
Investing: Your Future Self Called, They Want You to Wait.
Delaying the satisfaction of spending your hard-earned money now, in hopes of potentially earning more later - Isn’t an easy request.
The Latino CFP®
My name is Argenis David Biscardi Melendez, and I’m a Financial Planner & Investment Management Advisor.