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Financial teachings rooted in culture, values, and the belief that our community deserves dignity and abundance.
Latest Blog Posts
9 Tools for a Latino Economic Revolution
Let Go of These Myths to Build Wealth
7 Money Myths Latinos Need to Stop Believing
7 Money Myths Latinos Need to Stop Believing Let Go of These Myths to Build Wealth I have years of…
Knowledge Alone Won’t Build Wealth: Work on Your Mindset
Knowledge Alone Won’t Build Wealth: Work on Your Mindset Knowledge Isn’t Necessarily Power My daughter recently introduced me to Affirmation…
More Blog Posts
Do You See Your Doctor When You Are Sick or When You Are Healthy? The Value of Financial Planning: Beyond Products and Investments When I first entered the financial planning industry in 1986, I encountered a common refrain from potential clients: “When I have money, I’ll go see you.” At the time, financial planners were […]
Confessions of a Financial Planner
Confessions of a Financial Planner A Parent’s Obligation to Teach Children about Money – a Confession of a Financial Author What is a parent’s obligation to teach their children how to make and use money to live abetter life? Let me clarify. I’m not just talking about teaching your child(ren) how to budget or save […]
What’s Really Important on My Street?
Money Mindset Meaning What’s Really Important on My Street? In today’s fast-paced world, it’s easy to lose sight of what truly matters to us. Let’s take a moment right now to pause and ask ourselves a crucial question: When we reach the end of our lives, what will bring us the greatest sense of pride? […]