Jorge Soriano Jorge Soriano

High-Yield Reward Accounts

Alright, ready to make even more money? I hope you have read our previous post: Bank Accounts with High-Yield Interest where you should have received great tips to fatten up your wallet. Now, let’s take it to the next level with these high-yield reward accounts.

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Jorge Soriano Jorge Soriano

Bank Accounts with High-Yield Interest

Let’s make sure your money is working for you right now. Let’s optimize your wallet by finally taking your hard-earned money from the bank account with an awful interest rate into an account that can pay you more.

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Jorge Soriano Jorge Soriano

Estate Planning Checklist

It is important to review your estate planning documents at least every five years, when you have a life-changing event, or when you move to a new state; use this checklist when meeting with your estate planning attorney.

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Jorge Soriano Jorge Soriano

Disrupting the Broken System

This old-school, antiquated form of financial planning serves to benefit the advisor, not the client. Commissions. Pesky Fees. Not being in control of your assets. Lacking unbiased guidance. This is THEIR model, created for THEIR profit while keeping the consumer in the dark. There has to be less conflict of interest for you as the client, where you feel empowered and educated without being taken advantage of.

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