C.M. Carrillo Financial Advising

08/26/2026

Over age 50? You may be able to catch-up on retirement.

Retirement Catch-Up Contributions A great discussion from a high school classmate this weekend highlighted an important retirement planning question: Does the timing of your 401(k) contributions - such as maxing out your account before year-end - affect employer matching calculations? The conversati...

08/24/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

08/22/2026

It's LIFESTYLE SATURDAY!

Happy Saturday Everyone!

Since 2020, C.M. Carrillo Financial Advising has been working to help people recognize the fact that every Saturday is an excellent time to take a step back from the grind of the work week, slow down, and actually think about the most important things in life. That is why every Saturday we have been actively encouraging people to ask themselves two very fundamental questions.

1.) What is your Vision for the future?

2.) What is your Desired Lifestyle?

For many, these are not necessarily easy questions to answer because they are both such open-ended questions. So we’re here to help!

In 2020, we added a special gift for everyone on our company website. We call it THE DISCOVERY PROCESS SELF REFLECTION! We invite you to use the link below to begin your Discovery Process. Now is the perfect time to reflect on what you truly want in life. First you have to know what you want. Then we can work to help you transform your vision into your reality.

Link: https://www.cmcarrillofinancialadvising.com/p/useful-links-lifestyle

08/21/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

08/19/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

08/17/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

08/14/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

08/13/2026

ST. LOUIS COUNTY | The Senior Property Tax Freeze
Date of News Report: 08/12/2026

The bill said all Taxpayers determined to be eligible for the tax credit as of January 1, 2026, shall maintain their eligibility each year.