Financial Planning
Planning for the future is the key to achieving peace of mind. Our trustworthy, highly qualified team of experts can help you organize your present to secure a better future.
LEARN MOREPopular One provides you the peace of mind that comes from having your financial affairs in order. A multidisciplinary group of experts will personally guide you, designing a plan that harmonizes your goals along your different life stages.
Planning for the future is the key to achieving peace of mind. Our trustworthy, highly qualified team of experts can help you organize your present to secure a better future.
LEARN MOREYour financial affairs deserve personalized service because your needs are unique. Our Private Bankers are at your service and ready to fulfill your banking needs.
LEARN MOREOur financial consultants combine their knowledge with an extensive offering to create a tailored investments plan to advance towards your goals.
LEARN MOREYou value many things in life. Having the assurance that all are protected at all times will give you peace of mind.
LEARN MOREMarch 7, 2024
Answering questions about your life stages will allow you to analyze your tax plan in preparation for filing tax returns on April 15. Also, besides the income tax return, there are other tax returns you may need to file depending on your situation. Here, we explain which are they and what documents you will need to file them.
LEARN MORESeptember 13, 2023
The key part of estate planning is to discuss when and how to distribute your assets to your heirs. This process requires a series of considerations and trade-offs to avoid intense emotions within a family that could potentially tear them apart.
LEARN MOREMarch 20, 2024
Americans evaluate candidates for U.S. president, Congress and other public offices every four years. And given the rhetoric of today’s polarized political environment, you might worry about your portfolio or be reluctant to stick to your long-term investment strategy.
LEARN MOREFebruary 6, 2023
What does fantasy football have to do with investing? Well, your “logical explanation” might have caused you to miss this year’s performance of 24-year old quarterback Jalen Hurts, who was drafted by the Philadelphia Eagles in 2020. And it might also cause you to “over-pay” for two-time MVP quarterback Patrick-Mahomes, whose recent Super Bowl ring sure looked tempting.
LEARN MOREMarch 7, 2024
A doctor’s or specialist’s academic and professional preparation is extensive, so much so that it can last nine to twelve years. Once they enter the workforce, doctors must prioritize financial planning to design short and long-term strategies, both at a personal and business level
LEARN MORESeptember 13, 2023
Life insurance plays an important role in our financial strategy. Its main goal is to protect our loved ones in the event of death. We all have our own specific goals and life situations.
LEARN MOREBanco Popular de Puerto Rico, its subsidiaries and affiliates do not offer tax, legal or accounting advice. If you would like to receive legal, tax or accounting advice, you should consult a professional specialized in these areas. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.
Private banking services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.