Miguel Pagan, Financial Professional, Center For Wealth Preservation

12/07/2023

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.

12/06/2023

The holidays are infamous for “overdoing it.” Let’s make sure you have a sound holiday budget in place today so there’s no buyer’s remorse tomorrow.

12/06/2023

Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://blog.massmutual.com/retiring-investing/retire-early-avoid-penalties.

12/05/2023

Have you considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon! Learn more: https://blog.massmutual.com/planning/mmtc-estate-planning.

11/29/2023

The Age-Friendly Institute has found that the public and financial professionals have conflicting ideas about how much to save for retirement. Let’s talk about your plan and see if you’re on track.

https://bit.ly/3N4MrgZ.

11/27/2023

It doesn’t matter where you are financially. I can help you create a path to get where you want to be. Let's connect.

https://www.massmutual.com/financial-wellness.

11/22/2023

Let’s talk about how an annuity can provide an additional source of guaranteed income to help secure your retirement. https://blog.massmutual.com/retiring-investing/annuity-fit-retirement.

11/22/2023

When it comes to a disability, perception isn’t always reality. As a result, many people do not protect their most valuable asset — their income. I can help you bust the DI myths. https://bit.ly/3ST6LWv.

11/16/2023

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.

11/16/2023

Having a strategy can pay off in the long run. Talk to me about your money goals.

11/16/2023

Is your business covered by a buy-sell agreement? Talk to me to learn about the benefits.

11/09/2023

Do you have the right strategies in your financial toolbox? Let’s talk about how life insurance can help you achieve your goals.