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Many of us have a picture of what the average retiree looks like, but the way people view retirement and how they want to spend their golden years is changing in some ways. These three trends might shed some light on what to expect in retirement and how to plan ahead.

On behalf of everyone at Athena Financial, Happy Thanksgiving! – Lorenzo & Annette Uribe

Your net worth is a measure of your total assets minus your liabilities. While that sounds easy enough to determine, you have to consider more than what is in your bank account. How can you calculate your net worth?

Do you want to keep your home in the family? You have several options to pass down property, but it is important to consider what option works best for your loved ones.

Join us for an informative event on estate planning specifically tailored for parents and homeowners. Whether you’re a new parent or have owned your home for years, this event will provide valuable insights and expert advice on protecting your assets and securing your family’s future.

Helping Families protect themselves, their loved ones and their legacies. Saturday, October 14th, 2023. Long Beach, California.

Parenthood is a major milestone. Are you ready for the financial changes that come along with having a child? New and expecting parents need to be prepared to cover all their little ones’ needs now and in the future — and there are some potential perks, too.

Life insurance gives you peace of mind that your partner will be taken care of when you are gone. If you are in a committed relationship, you can get that peace of mind with a single or joint life insurance policy. But what is the difference between the two, and which works best?

Even middle- and upper-income earners face retirement risks. What are some of the biggest risks, and how can you preserve your financial security in retirement?  

Cheers to all of your hard work!