02/11/2023
Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!
Joshua Taveras RN Financial Advisor
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Financial planner with 5 years of experience focused on helping medical professionals.
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02/09/2023
You should spend some now. But this is also a great time to tackle some financial goals.
7 Smart Ways to Spend Your Year-End Bonus It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.
02/07/2023
Here are some simple steps to keep your finances on track this month. Please reach out if you want to have a conversation about your situation.
5 Ways to Improve Your Finances in February This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.
02/03/2023
24% of people who plan to make a career change in the next two years say they want to start a new business. If you’re taking that leap, reach out to me for help. And check out these 9 ways to get on the right track: https://www.northwesternmutual.com/life-and-money/financial-steps-to-take-before-starting-a-business/
*2022 Northwestern Mutual Great Realization Survey
01/30/2023
Let’s toast to the good choices that got us here, as well as the financial plan to keep you going.
01/25/2023
Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023.
2023 Financial Resolutions These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.
01/20/2023
Learning how to create a budget can help you feel confident about covering your day-to-day expenses while still saving for future goals like retirement or college. Reach out to me for help making yours.
01/13/2023
Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach them.
How to Keep Your Financial Resolution Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.
01/13/2023
The second Friday in January, known as Quitter’s Day, is when people are most likely to give up on New Year’s resolutions. But not you. Your financial plan turns resolutions into reality, with a personalized approach to achieving your goals.
Reach out to me to make sure your plan includes all the things you want in life—way past January 13.
01/12/2023
Please reach out if you’d like help getting off to a good financial start in 2023.
5 Ways to Improve Your Finances in January Let’s start the year off right, at least financially. Here are 5 ways to improve your finances in January.
01/05/2023
Please reach out if you have questions about how this legislation could impact your financial plan.
The SECURE Act 2.0 Summary: How It Could Impact Your Retirement Planning The SECURE Act 2.0 aims to help people save more for retirement. Here is what you need to know about how some of the key provisions may affect your plan.
01/03/2023
Let’s face it. Resolutions are usually vague and short-lived. But when I help build you the right financial plan, there’s a clear and concrete path to achieving what you want. Start the year with the greater option. Message me to get started.
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5420 Lbj Freeway
Dallas, TX
75240
Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |
| Saturday | 8am - 1pm |