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Blog

waterfalls near cave at daytime by Joshua Sortino courtesy of Unsplash.
Paolo Quiroga | May 22, 2025

How Much Is Enough? Understanding Your Retirement Income Needs Before Selling Your Business

Retirement
Financial Planning for Business Owners
How to Sell a Business
Preparing to Sell a Business
How much do I actually need to retire comfortably?” Your Retirement Income Number is more than a guess—it’s your financial target for life after the exit. In
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Paolo Quiroga | May 22, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Paolo Quiroga | May 15, 2025

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Paolo Quiroga | May 8, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Paolo Quiroga | May 1, 2025

The patience premium: What market history teaches us

Investments
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors
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landscape photography of mountains by Robert Murray courtesy of Unsplash.
Paolo Quiroga | Apr 30, 2025

Feeling Uneasy About the Market? Here Are 3 Smart Moves You Can Make Today

Risk Management
Investments
Lifestyle
If you’re feeling anxious or unsure about what to do with your money right now, you’re not alone — and you’re not powerless. Here are three actionable steps you
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Paolo Quiroga | Apr 24, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Paolo Quiroga | Apr 17, 2025

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Paolo Quiroga | Apr 10, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Paolo Quiroga | Apr 3, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
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Paolo Quiroga | Mar 27, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Paolo Quiroga | Mar 20, 2025

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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Paolo Quiroga is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Florida, Georgia, Hawaii, Idaho, Kansas, Kentucky, Missouri, North Carolina, Nevada, New York, Oregon, Texas, Utah, Virginia, and Washington. Check the background of this investment professional on FINRA's Broker Check

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