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Blogs

Lauren de la Maza | Mar 6, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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Lauren de la Maza | Mar 3, 2026

Special Update: Iran and Long-Term Investing

As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear
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Lauren de la Maza | Feb 11, 2026

Is AI Eating the World? A Portfolio Perspective

Fifteen years ago, venture capitalist Marc Andreessen famously wrote that "software is eating the world." What he meant was that any service that could be
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Lauren de la Maza | Feb 10, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Mannie de la Maza | Feb 3, 2026

Managing New Tax Changes to Optimize Your Financial Plan

As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as
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Man sitting on a park bench and working on a laptop
Lauren de la Maza | Feb 3, 2026

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Lauren de la Maza | Jan 30, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Retirement
Finance

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

Read More
Parent reading a book to their newborn child
Lauren de la Maza | Jan 24, 2026

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Lauren de la Maza | Jan 17, 2026

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Mannie de la Maza | Jan 12, 2026

Special Update: Venezuela, Oil, and the Impact on Portfolios

The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event.
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Lauren de la Maza | Jan 6, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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Mannie de la Maza | Jan 5, 2026

2025 Year in Review: A Historic Market Year for Investors

The past year reinforces the lesson that the best way to weather uncertainty is to remain disciplined and focused on long-term goals. As we look ahead to 2026
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Miami, FL 33157

 

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E | team@pinecrestwealthadvisors.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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