Painless Ways to Add to Your Rainy Day Fund
January 10, 2024
Every family should have a rainy day fund to protect itself against unpleasant surprises. It’s important to know how much to put away and how to painlessly add to your fund.
Welcome To Our Resource Center
At Bienestar Financial Advisors we believe relationships are earned. Providing information, financial tools, and advice are fundamental to earning your business. We’ve put together a library of financial information that we believe you’ll find helpful in your financial and investment planning journey.
Financial Planning
Does Your Financial Plan Still Fit?
Six Areas of Financial Planning
The Importance of Having a Financial Plan
The Value of Financial Planning
Investment Resources
Make Financial Planning a Family Matter
The Basics of Investing
Time to Check Your Retirement To-Do List?
Application / Forms
Financial Planning Document Checklist
Financial Planning Services Commitment
Bienestar Insights
A Tax Refund Should You Save or Invest the Money
December 15, 2023
Few things bring a faster smile than a tax refund. The question is what to do with it. Perhaps you should set it aside for a rainy day or invest it for a future life event. Maybe you should consider both.
Small Steps You Can Take to Save for Retirement
December 15, 2023
Saving for retirement can seem impossible when you are saddled with so many daily expenses: student loans, mortgage/rent, car payments, childcare, and more. But there is nothing wrong with starting small, because the power of compounding interest can go to work for you.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PAHO/WHO Federal Credit Union and Bienestar Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bienestar Financial Advisors and may also be employees of PAHO/WHO Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PAHO/WHO Federal Credit Union or Bienestar Financial Advisors. The Bienestar Financial Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered. Securities and insurance offered through LPL or its affiliates are:
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