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2025

The TARC Framework: How Truth, Awareness, Responsibility, and Courage Transform Your Life and Finances 

Leave a Comment / 2025, Financial Planning, Inspiration /

I’m a stress eater. And as an entrepreneur who runs multiple business channels, there’s never a shortage of stress.

If you have ever gained weight in your life, you know the feeling when you realize it’s gone too far. You feel heavy, your clothes feel too tight, you feel tired and sluggish—even a little sick. I was feeling this way not too long ago. I decided it was time to make some changes for my health, but I needed to face the truth first.

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The Role of Communication in Estate Planning for Latino Families: Building Trust, Clarity, and Legacy 

Leave a Comment / 2025, Estate Planning, Financial Planning /

I’ve seen people lose generational wealth, not because they didn’t plan, but because their children didn’t understand how to manage what they inherited. When families come to me for help with their estate plans, the first thing I tell them is this: the documents are easy. It’s the conversations that are hard.

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5 Tools for Intergenerational Wealth Transfer in Latino Communities  

Leave a Comment / 2025, Estate Planning, Financial Planning /

I’ve spent my career working with Latino families to build wealth. And since October is Estate Planning Awareness month, I encourage us all to examine how we can work on turning that spending power into intergenerational wealth through estate planning and how to avoid common pitfalls.

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Put the Fish in the Nets: Don’t Let Fatalism Stand in the Way of Estate Planning  

Leave a Comment / 2025, Estate Planning, Financial Planning /

There’s a saying in Spanish, “Si Dios quiere,” or God willing. The idea that we are not responsible for making things happen—and that they’ll only happen of God wants them to—is fatalism. And it’s prevalent in our community. I remind my clients all the time that while God makes the fish, God makes the nets, God does not put the fish in the nets. And October, which is Estate Planning Awareness month, is a great time to remind you how to put the fish in the nets when it comes to planning your legacy.

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Gain Control of Your Future by Managing Your Finances con Corazón

Leave a Comment / 2025, Financial Planning, Inspiration /

When I first entered the financial planning industry in 1986, many people would tell me: “When I have money, I’ll come see you.” But here’s the truth — waiting until you feel financially secure to seek guidance is like waiting until you’re healthy to go see a doctor. It doesn’t make sense. Our community deserves better than advice tied to products or sales. We deserve guidance that honors our values — our families, our faith, and our culture.

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Kicking Off Hispanic Heritage Month: Finances Con Corazón

Leave a Comment / 2025 /

Hispanic Heritage Month is a time to honor our history, celebrate our culture, and reflect on the values that have carried our Latino community forward for generations. It’s also an opportunity to think about the legacy we are building for the future—not only through traditions, language, and family, but also through the way we approach our finances. For me, true wealth has never been just about money. It’s about peace of mind, strong family relationships, and the dignity that comes with knowing we’re leaving something meaningful for those who come after us. That’s the heart behind Finances Con Corazón, my motto.

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