Author: Luis Rosa

Planning for Retirement When You’re Young

Sometimes the last thing on our minds when we’re young is planning for retirement. The retirement landscape has changed, with most jobs no longer offering a pension, which means that the responsibility to save for our future is on us. Tune in to listen to Walter Brown and I discuss the things that you can do now to start saving for your retirement. Your future self will thank you.

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6 Things You Need to Know About Your Employer Sponsored Retirement Plan

The responsibility to save for retirement has been switched to us. Depending on your age, your parents or grandparents might have worked one job their whole lives and retired with a pension. Aside from a few jobs like the military, or a job with the city or state, most jobs no longer offer a pension, transferring the responsibility to save for retirement to us. Read to find out the 6 things you need to know about your employer sponsored retirement plan.

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5 Reasons Why You Don’t Need to Be a Rockefeller To Have an Estate Plan

We typically hear the word “estate” and automatically associate it with the super wealthy. The truth is that most working families will likely benefit from having an estate plan in place. There are non-monetary things that can be taken care of via wills, trusts, and powers of attorney. Here are five reasons why you should consider establishing an estate plan even if you’re not super wealthy.

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Car Buying Tips with Eddie Egan

In this episode, Luis talks to Eddie Egan, a car industry veteran who has worked for over 10 years in service, sales, and parts. Eddie is a national award winner as a service advisor and currently works as a Service and Parts Director at a major national luxury brand dealership in New York.

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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.