by Matt Holandez | Apr 4, 2023 | Taxes
Tax season can be stressful and overwhelming, but with proper preparation and knowledge, it can be a breeze. As a financial advisor in Corona who services surrounding areas, I have helped numerous clients navigate tax season and avoid any unnecessary confusion or...
by Matt Holandez | Mar 28, 2023 | Taxes
As the tax season approaches, it’s time to start thinking about tax planning strategies to maximize your savings. With a little bit of effort and knowledge, you can potentially save thousands of dollars on your taxes. In this blog post, we’ll explore some...
by Matt Holandez | Mar 18, 2023 | Budget Tips
Managing your finances can be challenging, especially if you are facing debt or struggling to achieve your financial goals. I was once in that position where it just seemed I was up to my neck in debt. While it’s possible to do it alone, seeking the services of...
by Matt Holandez | Feb 22, 2023 | Emergency Fund
An emergency fund is a crucial component of financial security. It is a cash reserve that is set aside to cover unexpected expenses that may arise. The idea is to have enough money to cover unforeseen costs without having to dip into your regular income or savings. In...
by Matt Holandez | Feb 11, 2023 | Budget Tips
Creating and sticking to a budget is one of the most important financial habits that anyone can cultivate. A budget is essentially a plan for how you will manage your money, and it can help you stay on track to meet your financial goals. In this blog post, we’ll...
