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

Overcoming Rejection with Arnold Morales

By Lucas Casarez, CFP®

Arnold Morales is the son of two immigrants from Honduras. He started his career with a GED and working at a warehouse where he is wasn’t happy. Looking for more he pursued a community college and took an aptitude test that steered him towards mechanical engineering.  He co-founded his community college’s first Engineering Society. Since then he’s earned a Masters Degree and is currently working for his dream employer, Boeing. It wasn’t a straight shot…