9 Tips to Manage Your Inheritance

By Lucas Casarez, CFP®

This strategy guide on how you manage your inheritance is much overdo. The truth is, discussing an inheritance is never a fun topic, but I know how important it is to my clients that they manage their inheritance responsibly. Here are nine important tips you need to consider to make sure you can confidently manage your inheritance:

6 Tips for the Holidays

By Lucas Casarez, CFP®

Do you struggle with your finances during the holidays? I cover 6 tips to take control over the holiday season. This episode was originally created for a live video challenge I’m doing on my social networks, but I wanted to share it with you! Set a limit (budget)  Research Free Shipping Make something Be present Experiences over things https://www.buzzsprout.com/342983/6338152-6-tips-for-the-holidays.mp3?blob_id=26410696&download=true

#1 Mistake When Choosing 401k Investments

By Lucas Casarez, CFP®

zoom_0 [00:00:00] hello today, I’m going to talk with you about your 401k and the number one mistake that I see people make regarding the investments within their 401k. So typically what happens is you get set up with your new 401k. You go in there and there’s a handful of options to choose from every now and then you’ll have a whole bunch, but most of the time it’s gonna be like a dozen…