Jose A. Cortes

If big life changes are on the horizon, it’s time to check in and see how they can impact your finances.

These spring sales can help you save this month.

Depending on your situation, it could save you thousands of dollars. Let’s connect about how this might affect your financial plan.

While it costs more, there may be some upside.

If you spent the last year working remotely and have questions about how that impacts your finances, give me a call.

It’s always good to check in on your financial plan as your family grows.

We could all use some creative ideas for having fun at home.

Buying a home is one of the biggest financial decisions you’ll make. Let’s talk if it’s on your radar.

Just as they helped you climb the mountain to retirement a financial advisor can help guide you on the path back down.

If one of your New Year’s resolutions is getting fit, this month’s deals could help.

Let's talk if you’d like help with your financial checkup.

If you’re feeling overwhelmed about your finances, let’s talk.

If you’d like to review or discuss your plan, please reach out.

You don't need to break the bank to show your appreciation.

The end of the year is a good time to pause and take stock of your financial situation.