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Blogs

A calculator and a pen on top of a graph
Lauren de la Maza | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Man sitting on a park bench and working on a laptop
Lauren de la Maza | Jan 31, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Lauren de la Maza | Jan 24, 2023

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, 2023

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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Hand holding a large bundle of balloons
Lauren de la Maza | Jan 10, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
Lauren de la Maza | Jan 3, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Lauren de la Maza | Dec 27, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Lauren de la Maza | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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A black and white image of a couple laughing
Lauren de la Maza | Dec 13, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Hand holding a bill with a red "Past Due" stamp on it
Lauren de la Maza | Dec 6, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Lauren de la Maza | Nov 29, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More
A row of houses along a canal
Lauren de la Maza | Nov 22, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More

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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.

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