Nickolas Urpí Nickolas Urpí

3 Reasons to talk to your Financial Advisor about more than just your Retirement

Financial plans are holistic, they aren’t simply retirement analyses. After all, as we’ve discussed many times on this blog and on our podcast, Today y Mañana, everything from your estate planning to your risk management can be a part of it. There are plenty of reasons to talk to your financial advisor about more than just your financial plan, here we’ve highlighted the 3 most important ones.

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Nickolas Urpí Nickolas Urpí

Caregiving Costs: What does it mean to care for a loved one?

We always advise clients that the financial plans we sit down and create with them are documents that guide and help us understand the strengths and weaknesses of your financial situation. Analyzing them and keeping them going throughout retirement is essential. One of the key areas where most people have not adequately prepared for is caregiving.

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Nickolas Urpí Nickolas Urpí

The Metaverse is Here

You may have missed this piece of information on the internet, but it turns out that a house on Mars was sold for five hundred thousand dollars. If you were wondering, after all the news of Facebook changing its name to Meta and spending billions of dollars on the metaverse, how individuals or businesses can make money on the metaverse, this is one great example of how…

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