Money Matters
news & updates
The
Suarez
Team
November 2020
Month In Review
This month, Money Matters explores the following topics:
- Estate planning is critical at any age
- Scaling your company? Three tips for business owners
- Guide to college scholarships and grants
- Inheriting an IRA: rules and options for beneficiaries
November Newsletter | News & Updates
8 Things You Need For An Estate Plan At Any Age
Whether you’re in your 20s or 60s, estate planning will give you control over financial and medical decisions.
Three Tips For Business Owners Looking To Scale Their Companies
Here are what business owners should be focusing on in order to scale their company quickly and to set themselves up for weathering any economic situation.
Guide To College Scholarships And Grants
When you need to pay for higher education, it’s best to explore your cheapest options first. College grants and scholarships don’t need to be repaid, which shrinks the overall cost of your degree. Here’s what you can expect during the scholarship search and application process.
Inheriting An IRA? Here Are All The Options And Withdrawal Rules Beneficiaries Should Know
If you’re on the receiving end of an inheritance, odds are the money is coming to you out of the deceased’s retirement account. Understanding rules is crucial to getting the most out of the inherited IRA — and avoid running afoul of the IRS. Here's an overview of how they work.
Meet
Jeremy Suarez
Jeremy has been in the financial advisory business since 2005 after graduating from Fordham University’s School of Business. He joined Tomoro as a managing partner in 2014. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena. As a managing partner, Jeremy also serves as a mentor to all associates and is hands-on in supporting Tomoro’s growth planning. He has completed various curriculums and certifications, such as New York University’s graduate studies in financial planning, is a Certified Exit Planning professional, and Investment Advisor Representative. He and his family reside in Colts Neck, NJ.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR insurance license #8401385 CA insurance license #0F94382
The S&P 500 Index is a market index generally considered representative of the stock market as a whole. The Index focuses on the large-cap segment of the U.S. equities market. The Hang Seng Index (HSI) is a market-capitalization-weighted stock market Index in Hong Kong. It is used to record and monitor daily changes of the largest companies of the Hong Kong stock market and is the main indicator of the overall market performance in Hong Kong.
Indices are unmanaged, and one cannot invest directly in an index. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market, economic, and industry conditions.
Statistics sources from Central Bank Rates and Bloomberg.
2021-115741 Exp 2/23