Isaac Flamenco: Financial Advisor

11/11/2024

This Veterans Day, join us in honoring all current and former service members. Learn more about this important day, and let’s celebrate all veterans for their service, commitment and dedication.

https://bit.ly/3AF7ynb

03/28/2024

Changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education.

03/26/2024

A key part of retirement planning is to answer the question: How much do I need to save to retire? The answer varies by individual, and it depends largely on your income now and the lifestyle you want and can afford in retirement.

Not knowing how much to save for retirement and by what age can create shortfalls in your nest egg, but there are a few simple formulas that can help.

03/21/2024

The 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs. The beneficiary of the plan is the individual designated to use the funds for educational expenses.

The 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs. The beneficiary of the plan is the individual designated to use the funds for educational expenses. This plan is an excellent way to secure the educational future of a child or any designated indiv...

03/19/2024

If you don’t want to spend a few decades paying off your student loans, you can take steps right now to pay them off fast, including making payments while you're still in school, making larger and/or additional payments, and more.

If you don’t want to spend a few decades paying off your student loans, you can take steps like paying while in school and activating autopay to speed it up.

03/17/2024

A little luck is always good, but don't leave your financial future to chance. Let's make a plan together, and you'll rest easier knowing you're making your own luck.

03/14/2024

Research suggests that many of our financial habits are set by age seven. Here are seven activities to help guide your own children to point them in the right direction.

Good financial habits begin in childhood and last a lifetime.

03/12/2024

Individual bonds and bond funds can both offer an income stream, but there are important differences to know.

Individual bonds and bond funds can both offer an income stream, but there are important differences.

03/08/2024

these women right here have played a major role in my personal development!!!!Rosa FlamencoLidia Bardales

happy international women's day!

03/08/2024

March is Women's History Month. The month is set aside to honor women's achievements. Here's a quick look at the contributions five women have made to finance.

A quick look at the contributions five women have made to finance.

02/29/2024

Couples with different outlooks on money can learn to work together. Here are some questions to help get started.

Couples with different outlooks on money can learn to work together.

02/27/2024

Extreme weather events can result in the possible disruption of your home insurance coverage.