Puerto Rico
November 04, 2019 | Category: Financial Planning
We’re all busy. There is always some new item on our constantly growing to-do lists. Some tasks are fun to take on and others are tedious, boring, long or all the above. But some of the most important to-do’s in our lives often get overlooked because—well, let’s face it–they’re not...
READ MOREMay 22, 2017 | Category: Financial Planning
As part of our educational series on Financial Planning, we invite you to an online seminar: Tax Planning Strategies. Experts from our sales team will share their knowledge...
READ MOREAugust 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...
READ MOREApril 03, 2019 | Category: Financial Planning
Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one. Here are 7 retirement considerations that every investor should think about: 1. Understand Social Security. The goal with Social Security is to optimize the amount you receive per month when you finally retire...
READ MORENovember 04, 2019 | Category: Financial Planning
Thanks to advances in technology, there is a range of tools available today that can help manage your personal finances, balance your checkbook, figure out your budget, track your investments...
READ MOREJuly 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...
READ MOREMay 16, 2018 | Category: Financial Planning
We often hear the terms financial planner and financial planning, but we are not always aware of the benefits they could add at important or decisive moments in our lives...
READ MOREMay 16, 2018 | Category: Financial Planning
We often hear the terms financial planner and financial planning, but we are not always aware of the benefits they could add at important or decisive moments in our lives...
READ MOREMarch 09, 2017 | Category: Financial Planning
Building an art collection is a lifelong project—and an investment of time, passion, and money. Often overlooked is the importance of planning ahead how you wish to pass it on...
READ MORESeptember 19, 2016 | Category: Financial Planning
Most of us cannot imagine the sudden loss of our spouse. Should this happen to you, you might be thrust into economic self-survival mode at a time when you may feel particularly vulnerable and least able to cope...
READ MOREAugust 02, 2016 | Category: Financial Planning
Saving is a fundamental part of financial planning. However, preparing for emergencies requires saving in a different way. The creation of an emergency fund seeks to avoid using assets destined for retirement and other purposes...
READ MOREJune 10, 2016 | Category: Financial Planning
The process of estate planning is often misunderstood. In the minds of many people, the term assumes wealth and heirs. However, planning for the disposition of one’s assets upon death offers everyone significant benefits...
READ MOREJune 02, 2016 | Category: Financial Planning
Learn about the different business structures available and the legal and tax structure characteristics of each one...
READ MOREMay 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...
READ MOREApril 25, 2016 | Category: Financial Planning
In this second video of the series “Family Financial Planning,” our advisors recommend how and when is best to start building a credit history for our children...
READ MORENovember 11, 2015 | Category: Financial Planning
(Video) Use these tips to maximize your legacy...
READ MORESeptember 17, 2015 | Category: Financial Planning
The economic crisis encountered in the past several years has taken its toll on the inheritance children receive from their parents...
READ MORESeptember 17, 2015 | Category: Financial Planning
Teens that have been exposed since early age to financial related topics or experienced money management will be better prepared for their financial future...
READ MORESeptember 17, 2015 | Category: Financial Planning
Financial security embodies making the right decisions regarding the financial resources one might have. These goals might include purchasing a home, covering college costs for the children or accumulating sufficient assets for retirement...
READ 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.
