Alvin Carlos

What are stock options? Stock options represent the right to buy company stock at a fixed price (“exercise price”) during a fixed time period (usually 10 years). Stock options are… Read More

It’s no secret that 2020 and 2021 were challenging years to say the least. We are going on two years of living through a global pandemic. We’ve heard of cargo… Read More

You’ve heard the term 401(k) or Roth 401(k) and you know it’s a great way to save for retirement. But how do you start a 401(k)? Are you able to… Read More

When saving for your child’s future, there are a few options to consider. Many people are not sure how to determine whether a 529 or UTMA account is better. Knowing… Read More

Are you looking for a way to fight inflation in your investment portfolio? Inflation rates have been hitting highs not seen since 2007 and purchasing power is a big concern… Read More

Are you thinking of buying a rental property? In this video, I’m going to teach you how to compute the rate of return or ROI on your potential rental property.… Read More

What would you do if your car needed major repairs? What if you lost your job or were hospitalized for a long time? These are things we don’t want to… Read More

Are you self-employed or do you run a small business? Would you like to lower your taxes and start saving for retirement? This video teaches you two ways you can… Read More

Would you like to start saving for your child’s college? In this article, we will discuss the pros and cons of saving through a 529 college savings plan. If you… Read More

Are you working in a government job or serving in the military? If so, watch this video for three tips that can help you make sure you are maximizing your… Read More

If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going… Read More

Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right?… Read More