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 MOREJune 7, 2022
In the past few years, more adult children have been moving back to their parents' homes than ever before after completing college. The high cost of living, combined with a slow-moving economy, may have something to do with the increase of these so-called "boomerang children."
LEARN MOREJune 2, 2022
You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore.
LEARN MOREMay 4, 2022
Diversification, flexibility, and planning are the best tools to face the possible risks of investing in global markets. However, recent events, such as inflation due to the COVID-19 pandemic and the conflict between Russia and Ukraine, are still a cause for concern.
LEARN MOREMarch 16, 2022
Are you enticed by high-risk investments or are you a risk-averse investor? Most people fall somewhere in between these two extremes. To help you get a sense of your risk tolerance, circle the responses that best describe your immediate reaction to each of the following statements.
LEARN MOREJune 18, 2019
If the past year has taught us anything, it's that we must be prepared for the unexpected. Early planning and timely action will bring peace of mind, knowing that your family and assets are protected from different adverse scenarios.
LEARN MOREAugust 15, 2019
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.
LEARN MOREJanuary 31, 2022
Every week there’s a new digital scare. However, you don’t have to delete all your accounts and go offline to be safe. You just have to take some simple steps to make sure you’re not fully exposed to the tactics used by digital terrorists that try to get your data.
LEARN MOREOctober 5, 2021
Your financial affairs deserve personalized service. Our Private Bankers are at your service and ready to assist you with all your banking and financial needs.
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.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular. Available to customers who request the service as of January 1, 2019.