Why Latino Millennials Face This Damaging Wealth Block

In total, according to research from AARP Public Policy Institute, nearly 7 million — or about 17% — of family caregivers in the U.S. are Hispanic-Latino. Everyone wants to be able to afford taking care of their parents. In the latino community especially, it’s pretty much a cultural value ingrained in our heritage. As our […]

The #1 Asset In Divorce

Anyone that’s gone through divorce knows how impactful it can be on you and your children. To be honest, there was a time where I fantasized being the daughter of a mob boss, just so that my ex would be ‘swimming with the fishes’ without me having anything to do with his disappearance. Dark, I […]

Do I Need a Power of Attorney for My Parents? – Here’s What You Should Know

As our parents age, we are often faced with unexpected new responsibilities we hadn’t planned for. This often includes making pivotal decisions about health care, living arrangements, and financial management for our elderly parents. If you add this to our already overwhelming current responsibilities, especially if you have kids of your own to take care […]

Why You’re Earning Money And Still Feel Broke

Ever wonder how you’re making money, yet your bank account feels as empty as a library on a Sunday? Well, you’re not alone in this money mystery. As a financial advisor, I have clients that come to me with this exact question. Lifestyle Creep Here’s the deal: When it comes to money, there’s only 3 […]

Unraveling Your Money Story: Discover How It Can Shape Your Wealth

Your money story consists of various experiences in your past that have programmed certain beliefs into your mind. These beliefs can be around money, yourself, or the world and they continue to play out into your adult life. Your money story seeps into different areas of life like your relationships, career, and health because at […]

5 Money Mindset Books That Will Transform Your Money Mindset

Money isn’t just about investing and bank balances; it’s a mindset game. The way we think about and relate to money drastically influences our financial outcomes. Let’s delve into my top 5 books on money mindset that have the power to transform your financial journey. 1. “You Are a Badass at Making Money: Master the […]

How To Calculate Your Net Worth To Work Towards Building Wealth

Did you know that 61% of women, and nearly 4-in-10 men, are unsure about calculating their net worth? No wonder the words ‘empowerment’ and ‘finances’ don’t click in the mind of the average American… How does knowing my net worth Help Me? This number gives you a clear picture of your financial HEALTH. It’s a […]

Is Your Mindset Controlling Your Financial Reality? Uncover How

This concept is deeply rooted in the law of attraction, neurological psychology, and energy laws. I want you to be able to explore how your mindset shapes your financial reality and the steps you can take to create a prosperous life. As a financial advisor, I’ve witnessed firsthand how individuals’ internal beliefs directly influence their […]

Hidden Power Of Self Perception In Your Financial Journey

We’ve all heard the phrase, “mind over matter.” But when it comes to our finances, how often do we truly follow this concept?  Why It’s Not Just About the Numbers Many of us have felt that nagging feeling like we’re not making enough or running out of time to achieve our financial goals.  The harsh […]