Money Matters
news & updates
The
Suarez
Team
October 2020
Month In Review
This month, Money Matters explores the following topics:
- How to help your parents prepare for retirement
- Life events that require the most insurance planning
- Why hire an accountant for your small business?
- Couple's strategy to save 70% of their income
October Newsletter | News & Updates
My Parents Are Unprepared For Retirement — How Can I Help Them?
Without adequate planning and preparation, your loved ones could end up ill-equipped for their old age. If you’re talking to your parents one-on-one, here are a few questions you can ask.
These Life Events Need The Most Insurance Planning
Some key life events are a bigger financial priority than others. What are the most common life events, and how should you leverage your insurance options when they occur? Here’s a handy list, along with some sage advice from financial industry professionals.
Why Should You Have An Accountant For Your Small Business?
Here’s a closer look at how small business owners can leverage their relationships with accountants, and what accountants can mean for their businesses.
To Retire Before 45, A Couple Used 3 Strategies To Save 70% Of Their Income
Amon and Christina Browning, who retired at 39 and 41, saved about 70% of their income to reach financial independence. Their aggressive savings tactics are part of the reason they were able to reach financial independence in a short amount of time. Here are the three measures they took to make it happen.
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