Angel Mendez is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at R.A.I. Wealth Management in Placentia, CA and the surrounding communities.
Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
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The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...
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Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...
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Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
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For those living on the Eastern seaboard still cleaning up from Hurricane Sandy, we at the Financial Planning Association, wish you and yours...
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With the pressures we face on the job, very few of us think about reviewing every benefit we get from our employers – unless something goes...
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I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...
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Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...
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