MedicareRetirement Planning

The Medicare Open Enrollment Period is from October 15 to December 7. Understand how Parts A, B, and D, Part B premiums, Medicare Advantage (Part C), and supplemental plans work for you.

Retirement AccountsRetirement PlanningTaxes

You can borrow up to $50,000 from a 401(k), 403(b), 457(b), Thrift Savings Plan, and defined benefit pension plan, but never a traditional or Roth IRA, including SEPs and SIMPLE plans.

Sports

The NFLPA started licensing financial firms in addition to advisors. This move may seem to have good intentions, but it exposes how NFL players are being deceived when money is involved.
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.

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