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 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 MOREMay 18, 2023
Individuals, families, and companies that engage in philanthropy share a common philosophy: make the world a better place. It is well known that the government's spending for these purposes is often cut back, making donations from individuals and companies even more important.
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 MOREDecember 14, 2022
Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear is that faster and easier ways of investing will allow people to lose more money faster and easier.
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 MOREMay 18, 2023
Many are looking for options to invest and expand their retirement income. For some, the search starts as their retirement date comes closer, while others midway through their professional career, as they begin to earn a higher income.
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.