September 15, 2023

Stocks Down in Broad, Technology-Led Retreat

Real Talk Capital CEO, Rob Luna, discusses the effect interest rates are having on today’s markets as well as the importance of understanding and incorporating options into your portfolio. Atria is the name to watch.

Stocks Down in Broad, Technology-Led Retreat Read More »

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Credit Card Payoff Analysis
Student Loans Payoff Analysis
Home: Rent vs Buy
Mortgage Refinance Analysis/How to Pay Off Your Mortgage Sooner
Credit Card Score & Analysis
Social Security Benefits Review
Personal Budget Analysis
College Planning
Employer Retirement Plan (401k, 403b, etc.) Analysis
Specific Goal Planning (Home Purchase, Car Purchase, Wedding, etc.)
Purchase Analysis: Spend vs Borrow
Auto Lease vs Buy Review
Loved Ones Analysis
Account Beneficiary Review
Determine if a Living Trust/Will is Needed
Determine if POAs are Needed for Health/Financial matters
Determine if a Guardianship Clause is Needed