Author: Luis Rosa

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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