Steven Diaz Financial

Maximizing your income is only part of the retirement planning equation. You still need a plan for managing your taxes once you start taking income. Let’s see if an annuity can help your money work harder for you.

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The capital markets experienced increased volatility last week amid concerns over a slowing economy and persistent inflation. Despite this, stocks held steady and approached historic highs. For more key insights, check out our weekly market perspective and let’s talk.

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We can answer your questions and help you get the coverage you need. Let’s talk.

Take a step toward securing your future today with life insurance. Use our calculator to assess your needs, then work with me to find the coverage that’s right for you.

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Wishing you and your family a happy Mid-Autumn Festival.

When it comes to estate planning, give yourself and your family the peace of mind you deserve. Let’s discuss how trusts can help your wealth do what you intend for it to do.

How directed trusts can help meet your estate planning needs | MassMutual Beyond administration, they can help keep your investment philosophy on track.

Everyone, regardless of wealth or family size, should have an estate plan. I’m here to help you get started

Clarify what your legacy means to you.
Let’s explore your wealth management options.

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Last week the U.S. labor market was a key focus for investors. While the unemployment rate dropped slightly, the number of new jobs wasn’t quite as high as anticipated. Learn more with our weekly market perspective and let’s talk about any impacts on investing.

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Together, we can find a life insurance solution that fits your life. Let's connect.

Life insurance can be a lifeline for your loved ones if the unthinkable happens. Get familiar with the basics and let's make sure you're covered.

Let’s talk about protecting your family and business from unexpected loss. Reach out. I can help.

Life insurance helps protect what you’re building for your family. Pass on your life lessons. We can help.

Let’s talk about your coverage and what your family needs. Reach out today.

Not sure how to take the first step for life insurance? Contact me. Together we can assess your needs to find the coverage that’s right for you.

Personal financial planning impacts your business. What’s your plan and how can we help?

What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.

Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.

What are the odds you will become too sick or injured to work for an extended period of time? They may surprise you. Let’s make sure you’re protected.

Perception is not reality When it comes to disability income insurance your perception is not reality.

Tuition? Retirement? Both. Let’s talk about ways to keep all your financial goals on track.

Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.

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Let’s talk about preparing for your retirement.

Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.

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Your retirement savings needs to last as long as you. Let’s talk about a strategy to
help secure your future.

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

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Hispanic Americans are less likely to rely on a financial professional for their investments. Let’s change that.

Supporting your family’s needs AND your own can be challenging. Let’s talk.

With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

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