Frequently asked questions about your retirement benefits.
Retirement is expensive. Supplementing social security income has become a reality faced by many retirees and future generations. Therefore, early planning for retirement is essential.
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.
Saving is a fundamental part of financial planning. However, preparing for emergencies requires saving in a different way.
A will is the basis of any simple or complicated estate plan. Learn about the advantages it offers.
Learn about the different business structures available and the legal and tax structure characteristics of each one.
Frequently asked questions about your retirement benefits.
In this second video of the series “Family Financial Planning,” our advisors recommend how and when is best to start building a credit history for our children.
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 services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.
