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Financial Planning for Expectant Parents

When a couple discovers that they are expecting a child, they are often overwhelmed with feelings of joy…and anxiety. According…

Alberto Vergara

Net Unrealized Appreciation — Your Options

Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to benefit from an Internal Revenue…

Alberto Vergara

Protecting an Investment in Jewelry

High-net-worth individuals often underestimate the value of their jewelry collection. Often, people do not think of jewelry as an investment,…

Alberto Vergara

2017 1st Quarter Newsletter

Condor has sent out its 2017 1st Quarter Newsletter! What's Inside: Key Retirement and Tax Numbers For 2017 Grandparents Can…

Alberto Vergara

Retirement Planning for Millennials

For millennials, also referred to as Gen Y, retirement can seem light-years away. While retirement might feel like a lifetime…

Alberto Vergara

Estate Tax Versus Inheritance Tax — What’s The Difference?

One of the most important components of financial planning is ensuring a sound plan is in place for the transfer…

Alberto Vergara

Top 5 Mistakes People Make in College Planning

The cost of education is rapidly increasing.  With student loan debt now being the second highest consumer debt category, trailing…

Monica Ho

Long-Term Care Insurance

Individuals often overlook the importance of having a plan in place that will prepare them for a potential loss of…

Alberto Vergara

Renters Under Pressure Globally

Attempting to make comparisons between the structures of countries’ housing markets is a difficult task. Numerous elements must be considered,…

Alberto Vergara

Student Debt in America: The Baby Elephant in the Room

In a world where a college degree is more important, and expensive, than ever, America’s student debt continues to balloon.…

Alberto Vergara