Mario Hernandez

1 day ago | kiplinger.com | Mario Hernandez

In both my professional practice and personal conversations with friends, the challenges of caring for aging parents have become a frequent topic. Balancing their needs with our own work, family and personal well-being can be a struggle. The time commitment required to address their financial, physical, social and emotional needs can be substantial.

3 weeks ago | kiplinger.com | Mario Hernandez

The recent wave of federal layoffs has cast a spotlight on the vulnerability of even seemingly secure employment. For those affected by job loss, the initial shock can be overwhelming, triggering a cascade of anxieties related to financial stability, career trajectory and overall well-being. However, amid this uncertainty lies an opportunity for strategic reassessment and personal growth.

2 months ago | msn.com | Mario Hernandez

Microsoft se preocupa por tu privacidadMicrosoft y nuestros proveedores de terceros usan cookies para almacenar y acceder a información como identificadores únicos para entregar, mantener y mejorar nuestros servicios y anuncios. Si está de acuerdo, MSN y Microsoft Bing personalizarán el contenido y los anuncios que vea.

Dec 5, 2024 | kiplinger.com | Mario Hernandez

As we approach the end of the year, I’ve been fielding more and more questions from clients about reducing income taxes. While there are short-term strategies such as deferring income or accelerating deductions, they provide only temporary relief; they don’t offer long-term consistent tax savings. To achieve enduring tax savings, consider investing in long-term strategies that may provide tax-free income year after year.

Oct 18, 2024 | kiplinger.com | Mario Hernandez

Recently, a client shared a harrowing experience. The client’s parents received a phone call from someone claiming to be their grandson. The connection was filled with static, but the grandson was allegedly in jail and urgently needed bail money wired to him, or he would have to spend the weekend in jail. Frantic to help their grandson, they assured him they would immediately wire the funds. As soon as they hung up, they began to feel uneasy.