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.

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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.

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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.

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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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