Author: Luis Rosa

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.

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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.

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How Stock Compensation Fits into Your Financial Plan (Podcast)

Stock compensation has become an increasingly common way to recruit and retain employees. While it was traditionally thought of as a way to award high-ranking executives, it has become very common for employees at all levels in tech companies. It can also be a lucrative part of your compensation package that helps you achieve financial goals. To get the most out of stock compensation, it’s important to understand how it works and how it fits into your personal financial plan.

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How Stock Compensation Fits into Your Financial Plan (Blog)

This month I have a guest blog post from Chloe Moore, CFP®, founder of Financial Staples, a virtual fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. To learn how to get the most out of stock compensation and why it’s important to understand how it fits into your financial plan, read Chloe’s post below and also tune in to episode 008 of my podcast, where I interview Chloe and she shares this valuable information.

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Protecting Yourself and Your Loved Ones from Credit Scams (Podcast)

Protecting your credit from scams is an ongoing battle. If you’re feeling overwhelmed, you’re not alone. Research shows people aren’t as savvy at identifying scams as they think they are. Plus, you don’t always have control over who has access to your sensitive information.

In this episode, I speak with Marguerita Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth. Rita shares her insights and tips on what we can do to help protect ourselves, our children, and our parents from credit scams.

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Protecting Yourself and Your Loved Ones From Credit Scams (Blog)

Protecting your credit from scams is an ongoing battle. If you’re feeling overwhelmed, you’re not alone. Research shows people aren’t as savvy at identifying scams as they think they are. Plus, you don’t always have control over who has access to your sensitive information.

This month I have a guest blog post from Marguerita Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth. Rita shares her insights and tips on what we can do to help protect ourselves, our children, and our parents from credit scams. You can also tune in to Episode 006 of my podcast to hear Rita and I talk about the different types of scams and what one can do to protect themselves.

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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.