Jose Felix Rivas, Financial Professional
Business Development Director at Alvaro Castillo B., P.A. They are not intended, and should not be relied upon, as insurance, investment or financial advice.
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03/02/2023
I’m happy to share that I’m starting a new position as Special Project Director at Kandor Global!
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08/29/2022
Your devotion to supporting and uplifting students is inspiring. Now, it’s time to put that same focus on you. Learn how Equitable Financial can help you supplement your pension with a 403(b) — a powerful, yet flexible investment tool — enabling you the potential to achieve the retirement of your dreams. https://equitable.com/403b
Check out LPL Financial Research's Weekly Commentary on the market: “Where Will Housing Go From Here?”.
08/25/2022
Financial anxiety is more common than you might think. Read more for some ways you can manage your money stress and take active steps towards bringing more peace into your financial life.
Financial Anxiety: Why We Experience It and How To Cope Financial anxiety is more common than you might think. Here are ways to manage your money stress and take active steps towards bringing more peace
08/23/2022
The workplace has undergone significant shifts in the last couple of years. Whether you are just starting out or looking to make a change, here are five tips to help you jumpstart your career.
5 Ways To Jumpstart Your Career in 2022 Ready for the New Year of 2022? Here are 5 tips to jumpstart your career with a bang. getty The first Gen Z’ers are entering the workforce, the
08/22/2022
Have you considered starting your own business or going back to school to learn another craft? Whatever your passion, Equitable outlines several ways to achieve your dreams in this article. I would be happy to meet to review your financial situation and help design a strategy to pursue life’s possibilities.
08/22/2022
Student loan debt impacts our daily lives and the ability to prepare for our future. However, as an educator you may qualify for the Public Service Loan Forgiveness (PSLF) program, which offers debt relief, allowing you to focus on planning for the future you want. See if you qualify with Equitable’s estimator.https://eqtble.co/3JykwmY
08/22/2022
Designing a savings plan early on to meet short- and long-term goals throughout life can help you achieve those objectives and still provide the opportunity to enable you to enjoy financial freedom in retirement. This article discusses various ways to fund the future. I’m happy to help you create a strategy to address your needs. https://eqtble.co/3ApAvk1
08/18/2022
If you’re like many women these days, you may be concerned that taxes could prevent you from saving enough for the future. If your goal is to keep as much of your income as you can, read more for some tips on how you can make the most of your situation and get a jump on your tax planning.
Important tax planning tips for women If you’re like many women these days, you may be concerned that taxes could prevent you from saving enough for retirement. In a recent Equitable Financial study (the Survey), 32% of women said they were concerned about higher taxes in the future, and 54% said they were concerned taxes would reduce...
08/17/2022
If you think life insurance is only for covering funeral costs, think again. This article debunks some common myths about life insurance. It also explains how life insurance can help you achieve short- and long-term financial goals such as the potential to build generational wealth and to help safeguard loved ones when the unexpected happens. Let’s discuss the options. https://eqtble.co/3c13Xnd
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