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News & Insights

Income Protection Against Inflation

12 Smart Ways to Protect Your Income Against Inflation

  • May 9, 2025
  • Income Protection
Everyday life in Puerto Rico is getting more expensive—groceries, gas, housing, and healthcare costs are all climbing faster than many people’s incomes. That’s the real impact of inflation. If...
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Investment Strategies

Smart Investment Strategies to Build Wealth in Puerto Rico

  • May 6, 2025
  • Estate Planning, Investment Planning
Building wealth isn’t just about saving money—it’s about making your money work smarter. For residents of Puerto Rico, that process comes with unique challenges and golden opportunities. With local...
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long term care protection insurance

How to Protect Your Wealth from Unexpected Medical Expenses

  • April 28, 2025
  • Long-Term Care Protection
Life can change in an instant. One emergency surgery or extended hospital stay could wipe out savings that took decades to build. For families in Puerto Rico, where healthcare...
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Not having an Estate Plan

What Happens to Your Money If You Die Without an Estate Plan?

  • April 24, 2025
  • Estate Planning
Imagine your loved ones in Puerto Rico going through legal stress and delays just to access your bank accounts or home after you’re gone. It’s a reality for many...
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401K Rollover to an IRA

Rolling Over a 401(k) to an IRA? Here’s What You Need to Know

  • April 21, 2025
  • Individual Retirement Account
If you’re living in Puerto Rico and nearing retirement—or have recently changed jobs—you might be wondering what to do with your 401(k). Should you leave it where it is,...
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Term vs Whole Life Insurance

Term vs. Whole Life Insurance: Which Saves You More Money?

  • April 14, 2025
  • Life Insurance
When it comes to protecting your family and securing your financial future, life insurance is one of the most important decisions you can make. But with different types of...
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Fixed & Variable Annuity

Fixed or Variable Annuity? A Complete Guide for Puerto Ricans

  • April 8, 2025
  • Annuities, Retirement Planning
If you’re living in Puerto Rico and planning for retirement, you’re likely thinking about how to create a stable income without taking on unnecessary risk. With the rising cost...
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tax savings strategies

Best Proven Legal Tax-Saving Strategies in Puerto Rico

  • March 26, 2025
  • Tax Reduction
Are you looking for legal ways to reduce taxes while keeping your finances in check? Puerto Rico is one of the most attractive destinations for tax-saving strategies, offering unique...
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best retirement planning advisors

Best Retirement Plans in Puerto Rico: Maximize Your Savings

  • March 24, 2025
  • Retirement Planning
Retirement isn’t just about setting money aside—it’s about creating a secure and fulfilling future for yourself and your loved ones. Living in Puerto Rico comes with unique tax benefits...
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property insurance

How Climate Change Is Impacting Property Insurance Premiums

  • October 9, 2024
  • Uncategorized
In recent years, the property insurance landscape has been dramatically reshaped by the growing impacts of climate change. As extreme weather events become more frequent and severe, insurers are...
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Transfer an Annuity Into an IRA Without Penalties
How to Transfer an Annuity Into an IRA Without Penalties August 6, 2025
Annuity to IRA in Puerto Rico New 2025 Rules
Annuity to IRA in Puerto Rico: New 2025 Rules August 6, 2025
Explore when a rollover makes sense for Puerto Rico residents. Get expert insights on tax rules, annuity types, and smart retirement planning.
Can You Roll Over an Annuity to an IRA ? August 1, 2025
Setting up 401(K) for Employers in Puerto Rico
How to Set Up a 401(k) for Your Business in Puerto Rico July 25, 2025
Find out 401(K) Contribution Limits in 2025
What’s the 401(k) Contribution Limit in 2025? Find Out Here July 18, 2025

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    Transfer an Annuity Into an IRA Without Penalties
    How to Transfer an Annuity Into an IRA Without Penalties August 6, 2025
    Annuity to IRA in Puerto Rico New 2025 Rules
    Annuity to IRA in Puerto Rico: New 2025 Rules August 6, 2025
    Explore when a rollover makes sense for Puerto Rico residents. Get expert insights on tax rules, annuity types, and smart retirement planning.
    Can You Roll Over an Annuity to an IRA ? August 1, 2025

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