In this video from the “Life Stage Financial Planning” series, our advisors explain important matters to consider when designing your legacy plan.
We’re all busy. There is always some new item on our constantly growing to-do lists. Some tasks are fun to take on and others are tedious, boring, long or all the above. But some of the most important to-do’s in our lives often get overlooked because—well, let’s face it–they’re not… Learn more »
Desiree Maldonado, CIMA®, CPWA®, CFP®—the first CPWA certificant in Puerto Rico and one of the few Puerto Rican advisors to hold all three certifications We share an interview with Desiree Maldonado, financial consultant at Popular Securities, LLC. This profile was originally published in Investments & Wealth Monitor, a bi-monthly educational… Learn more »
Retirement should be a reward for years of hard work, and you don’t want to have to pinch every penny. You should be able to do the things you couldn’t when you were punching a clock every day. You should be able to look forward to retirement as one of… Learn more »
Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one. Here are 7 retirement considerations that every investor should think about: 1. Understand Social Security. The goal with Social Security is to optimize the amount you receive per month when you finally retire.… Learn more »
Thanks to advances in technology, there is a range of tools available today that can help manage your personal finances, balance your checkbook, figure out your budget, track your investments, and even help take the sting out of filing your income tax return. But even with the best apps, you… Learn more »
Planning for a disability or death will never be a pleasant process, but not informing your adult children about key details involving your medical, financial, and asset planning issues could result in confusion at a time when clarity of thought and timely action are essential. When difficult events occur, knowing… Learn more »
We often hear the terms financial planner and financial planning, but we are not always aware of the benefits they could add at important or decisive moments in our lives. Whether at the birth of a child or grandchild, when children leave the nest to go to college, the purchase… Learn more »
As part of our educational series on Financial Planning, we invite you to an online seminar: Tax Planning Strategies.
Building an art collection is a lifelong project—and an investment of time, passion, and money. Often overlooked is the importance of planning ahead how you wish to pass it on, whether as an inheritance to your successors or as a donation to a museum or organization.
It is unimaginable the sudden loss of your spouse. Should this happen, you could be confronted to various economic decisions in a moment of vulnerability. Whether a spouse is an heir to his or her spouse’s estate may vary depending on the marriage’s economic regime, mainly on whether there is a prenuptial agreement or not.
Banco Popular de Puerto Rico, its subsidiaries and affiliates do not offer tax, legal or accounting advice. If you would like to receive legal, tax or accounting advice, you should consult a professional specialized in these areas. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.
Wealth Management / Popular One services are available to clients who maintain deposits and/or investments of $500,000 or more at Popular. Available to customers who request the service as of January 1, 2019.
