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Forbes Financial Group @FFGPrez

Our focus is simple--it's you. Your financial goals, dreams, and ambitions. Securities offered through LPL Financial Member SIPC sipc.org

Joined June 2012
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60 Photos and videos
Social host laws may make you responsible for underage drinking in your home, even if you are away. myf.mg/fIWl

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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If you don’t have an #estatestrategy, here’s some reasons why you should. myf.mg/eckU

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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What do you need to know when the market experiences volatility? myf.mg/fKgq

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Have you heard about the new, record-high retirement contribution limits from the IRS? Read about it in our new article. myf.mg/gxlt
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Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. forbesfinancialonline.com/ca…

Monthly Market Insights | June 2026

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You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here: myf.mg/dQH5
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Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options. myf.mg/eWdA
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Extended-care insurance is one of the most complex types of insurance you may consider. Learn more. myf.mg/ftrO

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now] myf.mg/dIlC
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Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets. myf.mg/ganQ
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Will your dream retirement become a reality? The answer might not be what you think. Learn more here. myf.mg/eTaI
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With great wealth comes even greater questions. Learn more in our article. myf.mg/gMqz

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together. myf.mg/eNPZ
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What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now. myf.mg/eiKA
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Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more. myf.mg/gKFj
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Do your kids have the right stuff for college? #CollegePrep myf.mg/gK4T

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece. myf.mg/fzBd

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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Why are they made again and again? This piece helps make sense of these errors in judgement. myf.mg/evC9
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Are you looking for a balance? Find yours, starting with this video. myf.mg/gnKy
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Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. forbesfinancialonline.com/ca…

Monthly Market Insights | June 2026

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