Blog tagged as Investing

Discover why knowing your business’s true value is essential. Avoid costly tax, legal, and financial mistakes with a proper valuation and transition plan

Discover your money personality—Spender, Saver, Avoider, Planner, or Juggler. Learn how to leverage your unique habits to pay off debt in 5–7 years and build lasting wealth. Download our free eBook to get started! #MoneyPersonality #DebtFree #WealthBuilding

Discover the 401(k) rollover mistake costing retirees billions! Avoid the cash trap and maximize your retirement savings. Review your 401(k) with Franco Suarez Agency for a secure future. #RetirementPlanning #401kRollover #FinancialAdvice #SecureRetirement

Discover the impact of tapping retirement accounts in times of financial hardship. Learn why prioritizing long-term savings is crucial and how compounding plays a key role. Consult a financial advisor for alternative solutions. #RetirementSavings #FinancialHardship #CompoundingEffect

Learn from the costly mistakes of late actor James Caan's estate due to an improper IRA rollover. Understand the risks of holding alternative assets in an IRA and the importance of working with a knowledgeable financial advisor like Franco Suarez. #JamesCaan #IRArules #financialadvisor