Alonso Rodriguez Segarra, CFP®’s Post

I’m 78 and an investment rep put me in a 10-year annuity ‘without clearly informing me’ about what was going on. I’ll have to pay $26K if I withdraw early. Now what?   I am honored to have participated in this article by MarketWatch reporter Alisa Wolfson, and with excellent comments from other contributing advisors, @Joe Favorito, Mark Humphries, CFP® & Bruce Primeau, CPA, CFP®, PFS, and I invite you to read it.   Read the article here: https://lnkd.in/eKjHh6Kj

‘I don’t know what to do.’ I’m 61, debt free and have $800K in my 401(k) – but I’m ready to retire. Who can help?   I am honored to have participated in this article by MarketWatch reporter Alisa Wolfson, and with excellent comments from other contributing advisors, Jim Hemphill & Tony Ogorek Ed.D., CFP®, and I invite you to read it.        Read the article here: https://lnkd.in/ehX5JjPV

Tuve el honor de ser parte de la conferencia "Marketing to the Latino Community in Spanish". Es la primera vez que la FPA toma la decisión de hacer una charla en Español, para los Asesores Latinos que se encuentran en USA. Fue una charla muy participativa donde pudimos hablar sobre cómo es que abrir tu propia firma de asesoría de inversion es un proceso que toma tiempo, siendo como un viñedo, donde si logras pasar la primera etapa de cosecha, añejamiento y venta de tus botellas de vino, tendrás exito en el tiempo. También, conversamos un poco de los mitos de aquellas cosas que realmente pueden funcionar en el mundo del mercadeo para los asesores financieros, y aquellas que definitivamente, no funcionan. Quiero darle las gracias a todos aquellos que nos han felicitado por haber hecho esta presentación, sus comentarios nos ayudan a seguir aportando para nuestra comunidad Hispana. En especial, gracias a Miguel Gomez, CFP®, EA , Guillermo Gutierrez Jr, CFP®, Financial Planning Association (FPA) y Nick Tuttle. Fue un placer para mi! --- I had the honor of being part of the conference "Marketing to the Latino Community in Spanish." It is the first time that the FPA has decided to do a talk in Spanish for Latino Advisors who are in the USA. It was a very participative talk where we were able to talk about how opening your own investment advisory firm is a process that takes time, being like a vineyard, where if you manage to get through the first stage of harvesting, aging and selling your bottles of wine, you will be successful in time. We also talked a little about the myths of those things that can really work in the world of marketing for financial advisors, and those that definitely do not work. I want to thank all those who have congratulated us for having made this presentation, their comments help us to continue contributing to our Hispanic community. In particular, thanks to Miguel Gomez, CFP®, EA, Guillermo Gutierrez Jr, CFP®, Financial Planning Association (FPA) and Nick Tuttle. It was a pleasure for me! #FPA #marketing #hispanos #latinos #financialplanning #financialeducation #financialadvisor

See you there, it's an honor for me!

I have $190K in stock, $374K in IRAs and $90K in company stock, plus I’ll get a pension in 2027. I want to retire ‘as early as possible.’ What’s my move? I am honored to have participated in this article by MarketWatch reporter Alisa Wolfson, and with excellent comments from other contributing advisors, Mike Hunsberger, ChFC®, CFP®, CCFC, MQFP, Matt Bacon, CFP®, and I invite you to read it. Read the article here: https://lnkd.in/eqNsHfUv

My husband and I are semi-retired. We want to maintain our lifestyle until we’re hopefully 100 — yet have ‘little money’ put away. Now what? I am honored to have participated in this article by MarketWatch reporter Alisa Wolfson, and with excellent comments from other contributing advisors, Anthony Ferreira, Mike Hunsberger, ChFC®, CFP®, CCFC, MQFP, James Daniel, CFP®, CFA, CMT, EA, Cody Lachner, CFP®, EA, James Hemphill, CFP®, CPWA®, ChFC®, CIMA®, Shashin Shah, CFA, CFP®, and I invite you to read it. Read the article here: https://lnkd.in/ezeWTnWV

‘I could be making a huge mistake.’ I’m 57 with $4M in property that is my only form of income. I have no savings or money to improve them, so I think I want to sell. I am honored to have participated in this article by Marketwatch reporter Alisa Wolfson, and with excellent comments from Sara Young, CFP®, and I invite you to read it. Read the article here: https://lnkd.in/efbg_fuS