Joshua Taveras RN Financial Advisor

02/11/2023

Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!

02/09/2023

You should spend some now. But this is also a great time to tackle some financial goals.

It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.

02/07/2023

Here are some simple steps to keep your finances on track this month. Please reach out if you want to have a conversation about your situation.

This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

02/03/2023

24% of people who plan to make a career change in the next two years say they want to start a new business. If you’re taking that leap, reach out to me for help. And check out these 9 ways to get on the right track: https://www.northwesternmutual.com/life-and-money/financial-steps-to-take-before-starting-a-business/

*2022 Northwestern Mutual Great Realization Survey

01/30/2023

Let’s toast to the good choices that got us here, as well as the financial plan to keep you going.

01/25/2023

Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023.

These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.

01/20/2023

Learning how to create a budget can help you feel confident about covering your day-to-day expenses while still saving for future goals like retirement or college. Reach out to me for help making yours.

01/13/2023

Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach them.

Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.

01/13/2023

The second Friday in January, known as Quitter’s Day, is when people are most likely to give up on New Year’s resolutions. But not you. Your financial plan turns resolutions into reality, with a personalized approach to achieving your goals.

Reach out to me to make sure your plan includes all the things you want in life—way past January 13.

01/12/2023

Please reach out if you’d like help getting off to a good financial start in 2023.

Let’s start the year off right, at least financially. Here are 5 ways to improve your finances in January.

01/05/2023

Please reach out if you have questions about how this legislation could impact your financial plan.

The SECURE Act 2.0 aims to help people save more for retirement. Here is what you need to know about how some of the key provisions may affect your plan.

01/03/2023

Let’s face it. Resolutions are usually vague and short-lived. But when I help build you the right financial plan, there’s a clear and concrete path to achieving what you want. Start the year with the greater option. Message me to get started.

12/30/2022

Reach out if you have questions about mapping your financial plan for the coming year.

These quick and simple money tasks won’t take up a lot of time. But the impact on your finances will last all year.

12/21/2022

Rising rates and low inventory have made homebuying more challenging but if home ownership is your dream, we can help work out a plan to help you feel more confident about reaching your goal.

If buying your dream home tops your goals list, answering these questions can help you get there. Here’s how to make homeownership a reality in 2023.

12/15/2022

According to the 2022 Northwestern Mutual Great Realization survey, 21% of people who plan to make major life changes over the next two years say one of them is having kids.

If you’re planning to add to your family, this checklist can help you get ready.

From getting ready for the hospital bill and covering parental leave to getting important documents in place, we’ll help you financially prepare for a baby in 9 months.

12/14/2022

Tired of waiting to live the life you want? I have good news—someday starts today. I can create a financial plan that helps accelerate your retirement, and whatever else you’ve been thinking about for years. Message me to get started.

12/09/2022

December is often when we indulge and splurge a bit as we close out the year. And that’s ok. But these tips can help you make sure you’re setting yourself up well for 2023.

This month, tally up your seasonal expenses and make some year-end retirement contributions. Here are 5 ways to improve your finances in December.

12/07/2022

Having a solid and flexible plan can help you ensure a stable income in any economic environment.

Reach out if you have questions about how recent government actions and the current economy are affecting your retirement plan.

It’s important to take into account how rising costs could affect your retirement plan. Here’s how to make sure your plan is solid.

12/05/2022

Reviewing your 2022 finances with me before the end of the year can help you hit the ground running in 2023. I’ll take you through a checklist that includes potential tax reductions and maximizing retirement contributions—all to give you peace of mind for your life next year and in years to come. Message me to get started.

11/30/2022

Meaningful holiday memories don’t need to come with a big price tag.

These tips can help you go from overspending to meaningful giving. 🎁

Giving your kids truly meaningful gifts is a holiday tradition worth exploring. Here are tips to avoid overspending that won’t shortchange the holiday cheer.

11/21/2022

If you think your finances aren’t flexible enough to help you reach your goals and objectives, let’s take a look together and figure out how to get you to where you want to be.

Take our quiz to find out if your finances are flexible enough to help you meet your goals today and tomorrow.

11/17/2022

Many people are realizing they don’t need to put the lives they want on hold. That’s where I come in. I can create a financial plan that helps turn your someday into today—so you don’t have to wait longer for the home you’ve always imagined. Message me to get started.

11/16/2022

If you’re interested in retiring earlier than expected, let’s talk about how that could impact your retirement income strategy.

The pandemic has prompted some people to move up retirement. But there are some financial considerations to address before you decide to retire early.

11/10/2022

The time has come to take the trip of a lifetime. To start a business all your own. To move into your dream house. I can make you a financial plan that helps turn someday into today. Message me to get started.

11/09/2022

Just tackling one or two of these can help position you to finish the year strong.

The end of the year is now fully in sight. Here are 5 ways to improve your finances in November.

11/03/2022

Ashley Park is best known for her roles in the massively popular show, ‘Emily In Paris,’ and the Broadway musical, ‘Mean Girls.’ Her latest success is getting a better understanding of her finances—and feeling tremendous relief. “Knowing I have a plan in place has taken so much stress away,” she says. Message me to talk about your goals.

10/31/2022

Anyone else need a getaway? If you’ve had a travel destination in mind for a while, I can make you a financial plan to help turn that someday into today. Message me to get started.

10/27/2022

New research shows about 25% of Americans surveyed plan to have a baby in the next two years. 👶

If growing your family is one of your big upcoming life goals, let’s talk about how to get you ready financially.

Having a baby is a good time to consider updates to your financial plan, including life insurance for new parents.

10/24/2022

Have you heard about The Great Realization? People are leaving behind what stopped working and making a plan to bring their passions to life. I can help with your Great Realization, and show you how someday starts today.

10/21/2022

57% of people in the 2022 Northwestern Mutual Great Realization survey cited finances as a top roadblock to reaching big life goals.

If you’re not sure what next steps to take to make progress, let’s have a conversation.

If you haven’t been able to build financial habits that work for your personality type, Gretchen Rubin offers advice based on her Four Tendencies framework.