Jesse Hernandez dba: Hernandez Financial

06/02/2026

A forgotten form can override your will.

05/30/2026

Wishing our Admin. Assistant, Maria, a VERY Happy Birthday!!🥳 We had fun celebrating her at the office yesterday. Thanks for all you do Maria - we hope you have a GREAT day!

05/26/2026

See what a century of investing history shows.

05/24/2026

Estate planning isn’t something you do once and forget about. Life changes—marriages, new grandchildren, retirement, changes in assets, or even moving to another state—can all impact your plan. 🫶

Keeping your estate documents and beneficiary information up to date can help ensure your wishes are carried out the way you intended.

We recently shared a blog article covering a few important areas to review and why regular updates matter. Check it out below 👇

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

05/22/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to our country.

As we spend time with family and friends this weekend, we are especially grateful for the freedoms we enjoy because of those who served. 💜

From all of us at Hernandez Financial, we wish everyone a safe and meaningful Memorial Day.

05/22/2026

A strong team doesn’t just work well together in the office — sometimes it’s built over breakfast and a little friendly competition too ☕🍳🎮🔫

Our crew recently stepped away from the desks for a team-building day that included breakfast together, video games, laser tag, plenty of laughs, and a few highly competitive moments. 😄

Time like this reminds us how important relationships, communication, and trust are — not only within our team, but with the families we serve every day. We’re grateful to work alongside people who genuinely enjoy working together and supporting our clients. 🫶

Thanks for following along with our journey both inside and outside the office! If you’ve been looking for a financial team that feels approachable, authentic, and easy to talk to, we’d love to connect.

05/19/2026

History shows why comfort can come at a cost.

05/18/2026

We broke down markets into a 5-minute read

05/16/2026

Retirement isn’t the end—it’s a new chapter. 🫶Whether it’s more time with family, traveling, volunteering, or finally having the freedom to slow down and enjoy life.

This month, during Older Americans Month, we’re celebrating the clients who are stepping into retirement with confidence—and the ones still building toward it.

For some, retirement is right around the corner. For others, it may feel decades away. But one thing we’ve learned is this: the sooner you create a plan; the more options you give your future self. No matter what stage of life you’re in, having a strategy for your retirement income, investments, healthcare, and long-term goals can make all the difference. 🥰

Your next chapter deserves more than guesswork. Let’s build a plan that helps you feel prepared for whatever comes next. 📘

05/15/2026

A quick guide to key Social Security decisions.