Alvin Carlos

Have you thought about opening a Roth IRA for your child to give them a headstart on saving for retirement? Opening a Roth IRA account for your kid can mean… Read More

The two most common ways to save for your child’s college education are 529 plans and custodial brokerage accounts. In order to decide which one of these works better for… Read More

Did you get a tax refund this year? Maybe you got a couple of thousand dollars from the IRS, and you’re wondering how you can best invest it? It is… Read More

Most of us handle money on a daily basis so it’s important to understand the basics of financial literacy. Start teaching your children about money today to better their financial… Read More

When you are in your 30s and 40s, retirement can still seem a long time away. You have other priorities such as saving for a house, purchasing a car, paying… Read More

Do you care about social justice and the environment? Are you wondering how you can incorporate these values in the way you invest your money and your retirement savings? This… Read More

The House recently passed the SECURE Act 2.0 legislation – the Securing a Strong Retirement Act of 2022 – that may bring several benefits to us saving for retirement. It… Read More

You may be early in your career so may not have amassed many assets yet. You may be juggling long-term goals for saving and retirement planning, with other priorities such… Read More

If you feel like you have been paying more for everything lately, you are not alone. Inflation has soared over the past year. At 7.5% for the main inflation index,… Read More

RSUs and stock options are both forms of employee equity compensation offered to an employee by a company. When you are considering your compensation, you should look beyond your paycheck… Read More

Are you thinking of buying Bitcoin? Or do you already own some but you’re wondering if you should sell it? Bitcoin is a hot topic right now, and if you… Read More

Are you trying to decide which retirement savings plan is best for you? A Roth IRA is a retirement savings vehicle that can allow your contributions to grow tax-free. There… Read More