If you live in Puerto Rico, estate planning isn’t just about who gets what—it’s also about how the law distributes your assets. Many residents are surprised to learn that...
In today’s world, much of our life exists online—from social media accounts to cryptocurrency wallets. For residents of Puerto Rico, where technology adoption is rising and more people are...
In Puerto Rico, families place a strong emphasis on caring for loved ones, both in life and after death. But when it comes to financial planning, many residents struggle...
Buying a home is one of the biggest milestones for Puerto Rican families. But what happens if the person paying the mortgage passes away unexpectedly? Without the right financial...
In Puerto Rico, where retirees face unique tax rules and limited pension access, structuring your retirement income for tax efficiency is essential. Many residents rely on Social Security and...
For decades, pensions were the cornerstone of retirement planning in Puerto Rico. Workers expected a steady income after retirement, guaranteed for life. But that reality has changed. Following government...
Are you planning for a stable and financially secure retirement in Puerto Rico? Rolling over your IRA into an annuity is an effective strategy for Puerto Ricans to guarantee...
In Puerto Rico, family is everything. Yet, too often, families are left dealing with overwhelming financial burdens when a loved one passes away without a proper plan. From unexpected...
As inflation rises and the global markets fluctuate, retirees and near-retirees in Puerto Rico are becoming more cautious about how they plan for retirement. While many once relied on...
Many people in Puerto Rico worry about running out of money in retirement—and with good reason. Social Security benefits often fall short, and traditional employer pensions are becoming increasingly...
