Author: Luis Rosa

How the Economic Stimulus Will Affect You (Podcast)

In this episode, Luis talks about ways to navigate during not so favorable economic times. Luis also provides a highlight of the CARES ACT and how it affects individuals and small businesses. Recent stock market volatility mainly due to the Coronavirus has caused a lot of uncertainty, however, there are things you can do to stay focused on your goals and not let the negative news affect you.

Read More

Should I Purchase or Refinance When the Stock Market Drops? (Podcast)

The stock market has dropped significantly recently mostly due to Coronavirus fears. Lower mortgage rates often occur as an indirect result of a stock market drop. Tune in to podcast episode 011, where I sit down with my wife Alison to have a casual conversation about whether it makes sense to purchase a home or refinance an existing mortgage during a market drop.

Read More

Should I Purchase or Refinance When the Stock Market Drops? (Blog)

The stock market has dropped significantly recently mostly due to Coronavirus fears. Lower mortgage rates often occur as an indirect result of a stock market drop. Read below and tune in to podcast episode 011, where I sit down with my wife Alison to have a casual conversation about whether it makes sense to purchase a home or refinance an existing mortgage during a market drop.

Read More

Marrying Your Finances (Blog)

Joining finances as a new couple can be challenging. Here are some tips on how to make it a smooth transition without creating added stress in your relationship. Be sure to listen to episode 010 of my podcast where I talk about best strategies for marrying your finances.

Read More

Strategies for Paying Off Student Loan Debt (Blog)

If you have 6 figure student loan debt, you’re not alone. Increasingly, more and more people graduate college with a student loan balance similar to a mortgage. This month I sat down with Lauryn Williams, CFP® to discuss some strategies for paying off your student loan debt. Be sure to listen to episode 009 of my podcast to hear the interview.

Read More

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Build a Better Financial Future, LLC. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Luis F. Rosa, EA and Build a Better Financial Future, LLC are able to provide tax services. However, you are not obligated to work with Build a Better Financial Future, LLC and Luis F. Rosa, EA for any tax services. You are encouraged to consult your tax advisor or attorney.