top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Insurance Strategies.

5 Common Mistakes When Naming Life Insurance Beneficiaries

October 5th, 2017

Naming who will get the insurance proceeds after you die sounds simple, but mistakes are surprisingly common. Failing to properly name beneficiaries could lead to life insurance money being paid to non-intended beneficiaries or results in a costly legal battle for your family. One thing you don’t want to do is create a problem for […]

read more »

How To Get The Most Out Of Social Security

January 17th, 2017

While collecting Social Security payments may seem simple enough, there are several benefit collection strategies – particularly for married couples – that might boost your retirement income. (Here at David Ortiz Advisors, we believe that by maximizing your social security you can expand your budget in ways you didn’t know where possible. Granted it may […]

read more »

Rates And Bonds

December 6th, 2015

The economy and news around the world  and in our country gives us the signs that we need in order to make our investment choices just that much wiser, all we have to do is pay attention to them. With the consistent stale mate that the market is basically in right now there is no […]

read more »