Kristopher De La Pena, CFP, AAMS, CRPC

07/20/2026

5 ways to be a better human this week:

1. Thank the people who helped you get there.
2. Stay curious instead of complacent.
3. Share what you’ve learned.
4. Don’t keep score.
5. Stop multitasking during meaningful moments.

07/15/2026

Every parent wants to give their child a strong financial start. Here are some of the strategies that are available for savings.

Explore the different investment accounts that can help you support your child’s financial future.

07/13/2026

5 ways to be a better human this week:

1. Let the relationship matter more than the argument.
2. Be honest when it would be easy not to be.
3. Do the right thing without needing credit.
4. Take responsibility instead of shifting blame.
5. Want to be happier? Lower your expectations, but never your standards.

07/13/2026

While there are AI-fueled investment opportunities, it is important to balance against potential risks when allocting your capital.

Could the AI engine overheat?

07/08/2026

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

07/06/2026

5 ways to be a better human this week:

1. Resist the urge to be right. Choose to be kind instead.
2. Be patient with people learning something new.
3. Trust that growth often feels uncomfortable first.
4. Keep your promises, even the small ones.
5. Act in ways you’d be proud to explain later.

07/01/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

Financially prepare for your next trip with more confidence.

06/29/2026

5 ways to be a better human this week:

1. The body and mind only grow when placed under a stimulus. If you want improvement, you have to choose something different than convenience
2. Say “thank you” more than necessary.
3. Model the behavior you expect. People watch more than they listen.
4. Use people’s names. It signals respect.
5. Look for things to appreciate and you will live a joyously spectacular life.

06/24/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

06/22/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”