financial planner

November 16, 2021 | Alvin Carlos, CFA, CFP®


Blog: Apply for FAFSA 2022-2023

Every person who is about to attend college should know about the Free Application for Federal Student Aid and the process to apply. October means that the FAFSA applications are open for 2022-2023. Our video blog is going to cover commonly asked questions and 4 FAFSA tips.   What is FAFSA and how does it […]

Read more

September 20, 2021 | Alvin Carlos, CFA, CFP®

Blog: How Do Employee Stock Purchase Plans Work?

Do you want to fully understand and maximize your employee stock purchase plan at work? Here are twelve tips to help you get there! #1 What is an employee stock purchase plan? An employee stock purchase plan (ESPP) is a benefit offered by several large companies such as Hilton, Disney or Apple. It allows you, […]

Read more

April 12, 2021 | Alvin Carlos, CFA, CFP®

Blog: 4 Reasons to Hire a Fee-Only Financial Planner

Hiring a financial planner is a big step and you might want to consider hiring a fee-only financial planner.  You’ll want to find someone you can trust and who will be your advocate for your current and future self. Read on for four reasons why a fee-only financial planner might be your best choice: Reason […]

Read more

November 23, 2020 | Alvin Carlos, CFA, CFP®

Blog: Financial Advisor: How to Find One You Can Trust!

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.  This video explores some of the most reputable sources to use (nationwide) as you search for a financial advisor that fits your needs!

Read more

Engage us on Facebook

Follow us on Twitter