Blog
As a member of the South Windsor community, I see more individuals having questions about their retirement and investment portfolio. With the ever changing investment landscape; Mundo Financial Services is offering some educational blogs on the pressing topics that Baby Boomer's and individual investors may have about rising interest rates, inflation and common mistakes made with 401(k) plans and IRA rollover’s. #investing #retirement #401k #finance #insurance #MundoFinancialServices
IRA Roll Over when you retire let go or change companies.
What to do with your IRA Roll Over when you retire let go or change companies. You’ve taken an important step in building for your future by contributing to your workplace savings plan. But did you know that the money in your...
Read MoreThe Junk Drawer Approach to Investing
Does your investment portfolio resemble a junk drawer — a little of this and a little of that, with no real rhyme or reason? Time to take a look at the big picture. #finance #Investing #401k #Retirement #Connecticut...
Read MoreSimple way to save
Simple way to save In only a few minutes, you’ll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. 5-10 Min and your on your...
Read MoreWhat's driving current market behavior?
In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...
Read MoreKnow your 401(k) options between jobs
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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Know your 401(k) options between jobs
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
Read MoreKnow your 401(k) options between jobs
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
Read MoreWhat if you missed the five best days?
Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...
Read MoreAn Unprecedented Rush to Cash
As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33%...
Read MoreStart building your portfolio today.
Start building your portfolio today. If you have a small IRA or just looking to start your investment savings check out the Low cost Simple way to save with $ymbil Call me for more information 860-783-5553 https://symbil...
Read MoreHave you been thinking about life insurance?
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...
Read MoreCARES Act: Will There Be a Phase 4?
With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...
Read MoreReminder: Tax Day is Tomorrow
This year has had no shortage of changes to the normal course of business.In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15...
Read MoreWishing You a Happy Father’s Day
Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...
Read MoreHow Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to...
Read MoreTHE BUSINESS CYCLE
How will you weather the ups and downs of the business cycle? Here is a fast 2 min Video on business cycles we may see over our life time. https://www.mundofs...
Read MoreUnwrapping the PPP Paycheck Protection Program
American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic.1,2 The bill is a $484...
Read MoreKnow your 401(k) options between jobs
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
Read MoreSpring cleaning
Did you know that the origins of spring cleaning date from when fireplaces heated homes? Through the fall and winter, soot would build up throughout the house, and when the weather warmed, a little clean up was required. “Spring...
Read MoreThe CARES Act and Its Implications
Category: Financial Planning Author: Austin Jarvis, JD, MBA Information is key in these unprecedented times I hope this help or can help someone you know. Within three months of the passage of SECURE Act—a law intended to provide...
Read More4 REASONS FOR THE RETURN OF MARKET VOLATILITY
Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more...
Read MoreCountdown to College Freshman Year
We have 2 days in the books here in south Windsor. Its still not to late to, consider meeting with your child’s guidance counselor. Discuss college goals and make sure your child is enrolled in classes that are structured to help him...
Read MoreCountdown to College Sophomore Year
During their sophomore year, some students may have the opportunity to take a practice SAT. The practice test is a good way to give your child an idea of what the test entails and which areas need improvement. If your child is enrolled...
Read MoreCountdown to College Freshman Year
Countdown to College Freshman YearSouth Windsor School are ranked 31st in Connecticut and 1,373 out of 21,035 nationally (1). South Windsor students may have a head start but not at the finish line yet. A few tips to help your kids get...
Read MoreCountdown to College Before High School
Its a big day; first day of school for many kids in south Windsor and all around Connecticut. Today both my kids start school one for the first time in the South Windsor Pop program as a mentor and the other as a first grader. Feel...
Read MoreShould you buy/sell bonds and/or look for other investment strategies
South Windsor has a large retirement population and may on fixed incomes. You hear in the news everyday about raising interstates, so what does that mean for you? Around South Windsor, Glastonbury and all over Hartford we are all...
Read MoreShould you buy/sell bonds and/or look for other investment strategies
South Windsor has a large retirement population and many on fixed incomes. You hear in the news everyday about raising interest rates, so what does that mean? As inflation and interest rates rise, bond prices could fall. There are...
Read MoreHow inflation is good or bad for the real estate market
Look around South Windsor and around the country , you will see home selling and selling faster than in the past. Prices are starting to rise as well. Let’s talk about Normal inflation, or the Federal Reserve’s target of around 2%...
Read MoreDo People Have Diversified Portfolios?
When working with people here in South Windsor and Hartford County, we find that they have some understanding of diversification. But generally, most don’t fully understand the concept. Some confuse diversification with asset...
Read MoreReal Estate in Your IRA
It may be South Windsor, Hartford, West Hartford, Ellington or even Long island, but today’s Real estate market some may say it’s a great time, good time or bad time to buy real estate. But most of the people I’ve asked; if you had...
Read MoreWhy Might I Need Hard Assets? How Do I Add Hard Assets to my IRA?
Why Might I Need Hard Assets? How Do I Add Hard Assets to my IRA? Hard assets represent things that can be touched and that have concrete values. Hard assets can also be referred to as real assets because they are physical in nature...
Read MoreMost Common Mistakes Baby Boomers Make After Retirement IRA 401k Rollovers
Retirement planning does not stop at the point of retirement. Retirees must have a plan post-retirement that reflects their investment preferences, situation, and risks. Mistakes can be made during the working years but also during the...
Read More5 Common But Costly Mistakes 401(k) Plans make
401(k) Plans: 5 Common But Costly MistakesStudies have revealed that Americans are mostly ill-equipped to face the challenges posed by retirement. IRS section 401(k) plans have become the most popular among all retirement plans in the...
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