Ramón Rodríguez

The upside to family members moving home this year? More quality time together and unexpected savings. Let’s set up some time to talk about your goals and discuss the tips in this article.

Just as they helped you climb the mountain to retirement a financial advisor can help guide you on the path back down.

Did staycations give you extra savings this year? We can take those financial silver linings and make a plan that moves you towards your goals in 2021. Let’s reconnect and get started.

This is a critical part of any financial plan.

Data points to a strengthening economy.

An unexpected upside of 2020? People are learning to live differently and save more. Let’s talk about shifting your savings to bigger goals. To get started, here’s an article about new money habits you can use even after quarantine ends.