Articles by Alvin Carlos, CFA, CFP®

February 9, 2021 | Alvin Carlos, CFA, CFP®

Blog: 3 Types of Insurance You’re Forgetting

Will you get injured? Could someone sue you? Could you injure someone else?  These are terrible events that seem unlikely.  Contrarily, they actually happen more often than you think. In this video, Alvin shares the three types of insurance you’re probably forgetting.  Consider getting these to protect your hard-earned money.  

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February 9, 2021 | Alvin Carlos, CFA, CFP®

Blog: 4 Questions to Ask a Potential Financial Advisor

Have you thought about hiring a financial planner?  If so, you may be wondering what you should know about them before you hire them.  In this video Shanna Due, of District Capital Management, talks about four questions that can help you find the right advisor for you!  

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January 25, 2021 | Alvin Carlos, CFA, CFP®

Blog: How to Rollover an IRA to 401k

If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k.  

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November 23, 2020 | Alvin Carlos, CFA, CFP®

Blog: Financial Advisor: How to Find One You Can Trust!

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.  This video explores some of the most reputable sources to use (nationwide) as you search for a financial advisor that fits your needs!

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November 6, 2020 | Alvin Carlos, CFA, CFP®

Blog: Financial Planners: Are they Worth It?

Are financial planners actually worth it?  Check out this video for some points to consider as you answer this question for yourself!

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October 19, 2020 | Alvin Carlos, CFA, CFP®

Blog: 2020 Election: How Should You Invest?

Questions about investing during an election year? You’re not alone! The 2020 Election has people asking questions about how to position their 401k, IRA, and their overall investment portfolio. I’ll explore a few thoughts on this here!

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October 8, 2020 | Alvin Carlos, CFA, CFP®

Blog: Should I Buy a Vacation Home?

Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right? In this video, I’m going to share with you five questions you can ask yourself to help decide whether or not buying a vacation home […]

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October 6, 2020 | Alvin Carlos, CFA, CFP®

Blog: Payroll Tax Deferral Explained!

Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video to hear some details about the program that you may not know!

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September 21, 2020 | Alvin Carlos, CFA, CFP®

Blog: Tax-Free Investing for YouTubers

Are you a YouTuber who’s now making six or seven figures from your YouTube channel? Do you want to invest and grow your YouTube money in a tax free manner? If your answer to both is YES, then this video is for you! I’ll give you three options you can use to invest and grow […]

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September 16, 2020 | Alvin Carlos, CFA, CFP®

Blog: Best Way to Consolidate Credit Card Debt

Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards being debt-free.

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