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Great Advice From Our Experts

Don’t Outlive Your Retirement

October 21st, 2016

One of the main concerns, if not the main concern, with retirees and soon to be retirees today is the fear that they will outlive their retirement fund and be left depending on their children or others for their well being. With life expectancy going up every single day and healthcare getting more expensive every […]

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Maximize Social Security And Maximize Your Retirement

October 14th, 2016

Social Security is a program that has helped generations of Americans retire simply, safely, and without reason to worry, until recently. In recent years less and less retirees have been able to count on social security as a main flow of retirement income. In fact, some say that social security might not even be around […]

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Diversity

September 16th, 2016

If you have a diverse portfolio then you will have financial freedom. Well this isn’t exactly as easy as it sounds. Many people believe that they have a very diverse portfolio but the diversity that I am talking about is quite a bit different than the kind of diversity that your stock broker is probably […]

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Alternative Investments

July 14th, 2016

In this weeks blog, David Ortiz discusses the variety of alternative investment solutions and how they can work for you.

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Guaranteed And Non-Guaranteed Arenas

June 21st, 2016

In this weeks addition to the blog, David Ortiz discusses the difference between the Guaranteed and Non-Guaranteed arenas of investments. And how these different types of investments can further different goals.

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Investment Advisor Vs. Broker

June 13th, 2016

In this weeks segment of our weekly blog David Ortiz discusses the difference between an Investment Advisor and a Broker.

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Powers of Attorney

June 3rd, 2016

Have you ever wondered what would happen if you needed to make an important decision whether it be financially, medically, or legally, and you just weren’t able to do it?  How would you ensure your interests when you aren’t there to protect them yourself, such as being stuck out of the country, incapacitated, or unable […]

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Joint Tenancy Vs. Tenants In Common

June 3rd, 2016

Whether it be purchasing real estate whether it be a new property, or house for your family, it usually isn’t done alone. There are several ways of doing this; here are the most common. Joint tenancy and tenants in common, both of these are words used to describe methods of buying and owning property. However […]

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Reviewing Your Living Trust

June 1st, 2016

Here, David Ortiz continues off of last weeks blog about Living Trusts, by discussing exactly what you need to search for when Reviewing Your Living Trust.

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Living Trusts

May 26th, 2016

Here David Ortiz discusses the importance not only of Living Trusts, but keeping your Living Trust up to date to avoid any unexpected suprises.

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