Jesus Romero is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at JR Taxes LLC in Yonkers, NY and the surrounding communities.
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...
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We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
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It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...
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