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Blogs

Two people having a picnic by a lake
Lauren de la Maza | May 2, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Elderly woman doing yoga in a park
Lauren de la Maza | Apr 25, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Lauren de la Maza | Apr 18, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Mother and child working on a laptop together
Lauren de la Maza | Apr 11, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Lauren de la Maza | Apr 4, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Lauren de la Maza | Mar 28, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
A teenager holding a yellow and blue longboard talking to her friend
Lauren de la Maza | Mar 21, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Lauren de la Maza | Mar 14, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Lauren de la Maza | Mar 7, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Lauren de la Maza | Feb 28, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A couple working in their kitchen together
Lauren de la Maza | Feb 21, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Lauren de la Maza | Feb 14, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More

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Location

15715 S Dixie Hwy Suite 305
Miami, FL 33157

Contact Info

P | 786-661-1720
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.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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