Tania Tavira, Financial Planner

Tania Tavira, Financial Planner Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

My areas of focus are: Life Insurance, disability, LTC, Annuities, IRA’s (simple, Roth, 403(b), 457(b),educational), Tax-free 1035 exchanges, Mutual Funds, Managed Money Accounts, Asset Management, Estate Planning I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended per

iods of care and lifetime income strategies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

09/13/2022
This map is looking extra beautiful. What started with three restaurants who wanted to be part to now 20!! I love Brookl...
09/12/2022

This map is looking extra beautiful. What started with three restaurants who wanted to be part to now 20!! I love Brooklyn so much that anything to promote our local businesses I am there!! This Saturday, take a tour of Wiliamsburg and eat/ drink along the way while supporting the community!

First-ever Tastes of Wmburg on Sept. 17. Eat. Drink. Do Good. Craft your own food tour & help food-insecure schools create farm stands! Click on place for menu! Tix: tastesofbrooklyn.com Early Bird Discount: 3 tastes for $20 (ends 9/9) 4 tastes for $35 12 tastes for $100

Happy  ! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.
09/05/2022

Happy ! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

It pays to be prepared. Learn how the St. Bernard Project helped Marian rebuild her home after Hurricane Ida, on Episode...
08/05/2022

It pays to be prepared. Learn how the St. Bernard Project helped Marian rebuild her home after Hurricane Ida, on Episode 6 of our podcast series.
https://hearsay.social/3BOkPrI

Have you made any of these financial mistakes? Read this article from AARP that outlines some ways you can avoid (or fix...
08/05/2022

Have you made any of these financial mistakes? Read this article from AARP that outlines some ways you can avoid (or fix) these money pitfalls and protect your assets.

Even if you think you know how to save for big purchases and retirement, check our short list of terrible financial decisions to avoid these blunders.

41% of U.S. workers are relying on side gigs to cover everyday expenses, according to a new Bankrate survey. Take a look...
08/05/2022

41% of U.S. workers are relying on side gigs to cover everyday expenses, according to a new Bankrate survey. Take a look at what else the findings show about our personal finances and savings in today’s economy.

Blame inflation.

Knowing your rights, disputing errors, and keeping good records are just a few of the tips in this AARP article about ho...
08/05/2022

Knowing your rights, disputing errors, and keeping good records are just a few of the tips in this AARP article about how to keep medical debit from ruining your credit score.

It’s easy to get overwhelmed by complicated medical bills, but don’t let them pile up. Take these proactive steps to help protect your credit rating.

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to ...
07/04/2022

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to yours, happy .

Address

33 35th Street Suite 410A
Brooklyn, NY
1232

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