Remove Investment Planning Remove Retirement Planning Remove Strategic Planning
article thumbnail

Financial Planning for the Latino Community

Tobias Financial

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.

article thumbnail

Delay These 7 Actions Until Your Retirement Is Finalized

WiserAdvisor

Delaying specific actions until your retirement is finalized can help you better prepare for this significant life transition. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning.