Topics
Topic:
Wealth Management and Financial Advisors
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My Child Just Turned 18: Legal and Financial Planning Every Parent Should Know
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Flavio Landivar
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Andres E. Vasquez, Esq
Your child blows out 18 candles, and suddenly the rules have changed. That student who relied on you for every appointment, form, and financial decision is now a legal adult. They can sign contracts. Open credit cards. Consent to medical treatment. Restrict access to their records. What felt like a gradual transition suddenly becomes very…
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NewsLetter, Vol. 19, No. 1 – March 2026
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
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Talking to Aging Parents About Care and Finances: Gentle Questions That Can Change Everything
If you’re part of the sandwich generation, you probably know the feeling well. One minute you’re coordinating school pickups or work deadlines, and the next you’re wondering whether your parents are really doing OK on their own. It can feel like you’re being pulled in every direction at once. These conversations aren’t easy. They’re emotional,…
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Navigating NIL Opportunities: Why Financial Responsibility Matters for Student-Athletes
The introduction of Name, Image, and Likeness (NIL) rights has reshaped the world of college athletics. Student-athletes can now profit from their personal brands by partnering with businesses, signing endorsement agreements, and monetizing their social media presence—opportunities that were unavailable to previous generations. From a financial advisor’s perspective, NIL represents both opportunity and responsibility. For…
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From Lucky Breaks to Lasting Wealth: A Couple’s Playbook to Smart Money Moves
Couples don’t need a lottery win to build meaningful wealth together. The real advantage comes from how you handle unexpected money when it enters your lives. A bonus, inheritance, or tax refund can either disappear quickly or become a stepping stone toward shared financial security. This guide helps couples think ahead and set shared goals…
