Fernando Rivera Rodriguez, CPA, FP

29/01/2024

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

https://bit.ly/3vRcJOa.

22/01/2024

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, let’s make sure you have the right plans in place.

14/12/2023

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

07/12/2023

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

16/11/2023

Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help you and your loved ones’ year end planning.

Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

26/10/2023

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill.

Tax shelters aren’t just for the rich. Everyday investors should use the strategy called tax-loss harvesting too. Here's how it works.

12/10/2023

It can feel like a full-time job managing your wealth, especially if you have complex financial needs. Let's talk through how specialized services can help you plan for your future. https://bit.ly/46otZI7.

28/09/2023

That one high profile stock you have may be a golden goose, but it’s never safe to have all your eggs in one basket. Let’s talk about how hedging overlay services can help protect the value of your assets. https://bit.ly/3PVJ1z2.

14/09/2023

Looking to help set your loved ones up for a better tomorrow? Let’s talk about how a trust can help you reach your goals across the generational divide. https://blog.massmutual.com/planning/how-directed-trusts-can-help-meet-your-estate-planning-needs.

23/08/2023

As your wealth increases, so can the complexity of your financial planning needs. Let’s connect so I can help you grow, preserve, and transition your wealth – potentially for generations to come. https://blog.massmutual.com/planning/entering-the-wealth-transfer-zone?_ga=2.113654530.46347424.1687288286-66941305.1668617686.

09/08/2023

Everyone should consider a will, but a will alone may not be enough to protect your assets. Let’s look at your estate plan and ensure that your wealth is primed to go where you intend. https://cnb.cx/3OrCbiL.

26/07/2023

Estate planning is a complex topic, and the last thing anyone wants is to make a mistake that may put their plans in jeopardy. Let’s look over your plan to ensure there are no unexpected hitches. https://blog.massmutual.com/planning/estate-planning-big-mistakes?_ga=2.263680332.1130079565.1681995575-208577506.1670253446.