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Yearly Archives: 2024

A woman lovingly holds her child at the beach. — Did you know that when you purchase life insurance, you might be able to save on your taxes? Life insurance primarily functions as a safety net, but these policies might also give you tax advantages. Let us explore different life insurance options that allow practical coverage while keeping more dollars […]

Taxes and Life Insurance

January 17, 2024 in life tagged life insurance / tax savings / taxes by Joey Hinojosa

Life often presents us with crossroads, moments where the path ahead seems unclear. During these times, finding purpose can feel like an elusive quest. Yet, it is in these periods of uncertainty that we can redefine our direction and rediscover what truly matters to us. Recognizing Life’s Transitions Transitions in […]

Finding Purpose in Life’s Transitions

January 10, 2024 in life tagged balancing life demands / finding purpose / goal setting / life transition / support system by Aris Mercedes

an elderly couple looking at each other endearingly. — Discussing with your parents what you do when they pass is never a fun conversation, but it is critical to have that talk. Do you know what you are supposed to do with their assets? Who gets the house? How do you transfer ownership? Are you aware of the last […]

Are You Prepared For Your Parent’s Passing?

January 3, 2024 in life tagged #assets / #parents / #pass / #passing / #powerofattorney / life / will by Vohny Figueroa