More Than Taxes

03/28/2024

Pueden calificar para un préstamo de vivienda con un número de ITIN. Contactenos y le guiaremos en el proceso. 561-504-2949

01/08/2024

Just IN!!!! e-File will start 01/29. However, you can still get your taxes prepared before that. Avoid the rush and call us for an appointment!!! 561-504-2949

Acabo de recibir una actyalizacion del IRS donde anuncian que empiezan a recibir los las declaraciones en Enero 29. No necesitas esperar para entonces. Puedes prepararlos antes y se envian ese dia. Haz tu cuta lo antes posible para que evites atrazos. Llamenos al 561-504-2949

08/21/2022

My new quote engine for Life Insurance. Give it a try!!!

Browse instant online quotes from today’s top life insurance providers.

02/15/2022

01/26/2022

Financial Planning is a crutial step for Individuals, Families and Businesses alike. Time is of the essence when mapping out your financial future. Don't leave it out to chance. Take control.

Contact me for a Financial Planning session and let me take the burden of your shoulders and put you on the right track!!!

09/14/2020

This 7 question quiz shows what your attitude toward risk and knowledge can mean for your investments. Take the quiz now.

09/14/2020

There's a short window where you could save money.

09/14/2020

Your financial choices & habits are driven by your money beliefs. Discover yours.

06/12/2020

Here are six reasons to work with a financial professional no matter what life stage you’re in.

06/12/2020

Bring your financial needs to the forefront and keep them there through the process of financial planning.