Articles

September 25, 2024 | Category: Financial Planning

​At Popular One, clients can receive private banking, financial planning, investment, and insurance services under a single structure...

​​​​​​September 11, 2024 | Category: Financial Planning

​​​​​Guiding our children is one of the biggest responsibilities we have as parents. When contemplating their college education, we need to assess several factors. Planning ahead will help us set a successful path...

August 15, 2024​ | Category: Investments

Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. Consider three common mistakes that can reduce returns and increase anxiety...

June 20, 2024 | Category: Financial Planning

Physical and financial health are more intertwined than you might think. For women, both are crucial for our well-being and empowerment.. It’s no secret that a healthy lifestyle can help extend life expectancy and make us feel vibrant. But it requires discipline, effort, and even sacrifice, which is why some people don’t reach their goal. This same concept of physical health can be applied to a woman’s financial health...

April 15, 2024 | Category: Investments

It’s the start of a new year, and I’m sure you’ve thought a decent amount about how the year will play out. (Don’t worry, this isn’t going to be yet another post about New Year’s resolutions!)...

​​​​​​March 7, 2024 | Category: Financial Planning

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...

September 13, 2023 | Category: Insurance

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...

May 18, 2023​ | Category: Financial Planning

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...

March 3, 2023​ | Category: Financial Planning

Planning for your retirement is a must if you want to achieve your financial goals and freedom during that life stage. As life expectancy increases and we enjoy a longer retirement...

February 7, 2023​ | Category: Investments

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...

August 24, 2022​ | Category: Financial Planning

In the business world, there are all kinds of people: young entrepreneurs, heads of households, older adults, and whole families, among others. For many, their lives revolve around their business—but at some point, they will have to pass the baton to someone else. Have you ever wondered what would happen to your business in your absence?...

June 7, 2022​ | Category: Financial Planning

​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"...

March 17, 2022​ | Category: Investments

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...

January 28, 2022 | Category: Banking

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...

September 9, 2021 | Category: Financial Planning

While retirement is a major milestone that brings many life changes, there is one concern that doesn't change for most people: the fear of running out of money during this stage...

July 2, 2021 | Category: Investments

Financial downturns are unpleasant for just about everyone. For investors, sticking to core principles can help...

June 03, 2021 | Category: Insurance

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...

March 1, 2021 | Category: Financial Planning

Cleaning up personal finances remains one of the top New Year’s resolutions. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health...

September 25, 2020 | Category: Investments

Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested...

April 23, 2020 | Category: Financial Planning

The world's leading health authorities have consistently warned us about older adults (individuals ages 65 or more) being more susceptible to coronavirus...

September 17, 2015 | Category: Banking

A good college education is an essential part of your children’s future. Learn how to save for college with tools available like Education Savings Account...

June 18, 2019 | Category: Investments

When things seem unsettled, follow a timeless advice from a trio of investment gurus. Their wisdom is especially appropriate amid current turbulent circumstances....

March 19, 2018 | Category: Investments

Popular Securities Investment Advisory Program offers you an extensive and versatile investment, alongside the investment advisor counsel who puts your interests first...

June 18, 2019 | Category: Insurance

You may already know the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage can be complicated. Rather than using an arbitrary formula, such as having enough coverage to equal...

June 27, 2016 | Category: Insurance

In Puerto Rico, hurricane season runs each year from June through November. Being prepared for any eventuality goes beyond just verifying whether the generator is working properly or whether the cistern is in good condition...

August 15, 2019 | Category: Financial Planning

Retirement should be a reward for years of hard work, and you don’t want to have to pinch every penny. You should be able to do the things you couldn’t when you were punching a clock every day. You should be able to look forward to retirement as one of...

​July 30, 2018 | Category: Financial Planning

​​Planning for a disability or death will never be a pleasant process, but not informing your adult children about key details involving your medical, financial, and asset planning issues could result in confusion​...

​​​​​​May 13, 2016 | Category: Financial Planning

​​​​​Puerto Rico’s life expectancy is on the rise, which makes it imperative to plan for your retirement and learn when it’s best for you to claim your Social Security benefits...