V&T Wealth Strategies

By creating financial foundations, we can achieve the financial goals we want today and tomorrow. We Welcome to V&T Wealth Strategies.

Everything we do, we believe in challenging the status quo, in making our process simple, user friendly, effective...

Imagine a situation in which your business partner, your personal CFO covered these highly important areas:

This is who we are.

Don't Follow Your Passion to Build Wealth, Do This Instead, Says Scott Galloway 08/14/2024

Don't Follow Your Passion to Build Wealth, Do This Instead, Says Scott Galloway Galloway says the relationship between mastery and passion matters — and can lead to more money.

How One Man Lost $740,000 to Scammers Targeting His Retirement Savings 08/13/2024

How One Man Lost $740,000 to Scammers Targeting His Retirement Savings Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.

I Made These 3 Big Mistakes When Starting a Business — Here's What I Learned From Them 08/12/2024

I Made These 3 Big Mistakes When Starting a Business — Here's What I Learned From Them Starting a business is a wild ride, and mistakes are — unfortunately — an inevitable part of the journey. Here are some of the biggest mistakes that can be made along the way and, more importantly, the valuable lessons to be learned from them.

Wisdom And Experience: Harness The Gains Of Age To Be A Better Leader 08/11/2024

Wisdom And Experience: Harness The Gains Of Age To Be A Better Leader While growing older doesn't guarantee improved leadership skills, some of the changes of age can benefit your team and your organization if you use them well.

A Fed Rate Cut Is Finally Within View 08/10/2024

A Fed Rate Cut Is Finally Within View Inflation and labor-market developments should allow Federal Reserve officials this week to signal that a cut is very possible at their next meeting, in September.

08/09/2024

Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.

Notices On Student Loan Forgiveness Sent To 40 Million Borrowers, With Relief Expected This Fall 08/09/2024

Notices On Student Loan Forgiveness Sent To 40 Million Borrowers, With Relief Expected This Fall The Biden administration sent out emails on Friday to millions of borrowers, notifying them of an upcoming mass student loan forgiveness plan.

The Olympian Who Is 61 Years Old—and Destroying Athletes Half Her Age 08/08/2024

The Olympian Who Is 61 Years Old—and Destroying Athletes Half Her Age She made her international debut in the 1970s. She retired and unretired—twice. Now she’s a table-tennis star in Paris.

Barron's Daily: Markets Melted. Stocks Retreating After Gains Is Normal, but Brace for More Volatility, and 5 Other Things to Know. 08/07/2024

Barron's Daily: Markets Melted. Stocks Retreating After Gains Is Normal, but Brace for More Volatility, and 5 Other Things to Know. Monday’s market plunge looks intimidating. Yes, stocks have been wobbly recently after repeatedly hitting record highs for much of this year—the last one was a month ago. But suddenly the floor fell out, and the descent was rapid.

08/07/2024

You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.

fieldnet.massmutual.com

10 Mind Traps That Fuel Work Stress And Short-Circuit Your Career 08/06/2024

10 Mind Traps That Fuel Work Stress And Short-Circuit Your Career Most of us get stuck in a mind trap once in a while, and the key to getting out is to be aware that it's happening so it doesn't interfere with our career performance.

08/06/2024

You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.

An Increase in Uninsured Drivers Is Pushing Up Costs for Everyone Else 08/05/2024

An Increase in Uninsured Drivers Is Pushing Up Costs for Everyone Else The number of drivers without car insurance has risen since the start of the pandemic, increasing the burden on everyone from other motorists to tow truck drivers.

Is the U.S. stock market about to face a Wile E. Coyote-style fall? 08/04/2024

Is the U.S. stock market about to face a Wile E. Coyote-style fall? Investors are beginning to wonder if they have turned into Wile E. Coyote. Like the cartoon character, they are suspended in mid-air, legs churning frantically.

4 Financial Blind Spots That Could Be Preventing You From Making More Money 08/03/2024

4 Financial Blind Spots That Could Be Preventing You From Making More Money If you're ready to grow but feel stagnated and not sure why, check out these common money secrets where revenue is hiding.

Market Volatility Can Upend Your Retirement Plans. How Do You Protect Yourself? 08/02/2024

Market Volatility Can Upend Your Retirement Plans. How Do You Protect Yourself? A MetLife survey found that a majority of retirement plan sponsors were worried about the ability of retired people or those less than 10 years from retirement to handle market volatility. Panic-selling during stock market volatility is not a good idea. Retirees can minimize the risk of volatility b...

What’s With Everyone Buying Accessories for Their Accessories? 08/01/2024

What’s With Everyone Buying Accessories for Their Accessories? Stanley cups, Bogg Bags and phone cases aren’t enough on their own? Nearly three out of every four U.S. adults who are active on social media have purchased something they saw there. It's very easy to be tempted into buying more accessories in the name of keeping up with trends.

You Inherited an IRA. Here's How to Avoid a Huge Tax Bill. 07/31/2024

You Inherited an IRA. Here's How to Avoid a Huge Tax Bill. People who inherited retirement accounts in recent years finally have guidance from the Internal Revenue Service on how to drain their accounts. A few strategies can help you avoid handing over more than necessary to the IRS.

Xbox Players Are the Credit-Card Industry’s Next Big Thing 07/30/2024

Xbox Players Are the Credit-Card Industry’s Next Big Thing U.S. credit card companies want to do with Xbox gamers what they did long ago with airline passengers: boost loyalty, and spending, by offering customers rewards when they charge their card.

Kamala Harris Is a Multimillionaire Index Investor. Where She Puts Her Money. 07/28/2024

Kamala Harris Is a Multimillionaire Index Investor. Where She Puts Her Money. The vice president and her husband had between $2.9 million and $6.6 million in retirement accounts, other investments, and cash, according to a disclosure form filed in May.

Four reasons why couples should consider staggered retirements 07/27/2024

Four reasons why couples should consider staggered retirements Only 11% of American couples actually retire at the same time. Are you preparing for that?

Why the Fed Should Cut Rates Now—Not Wait Until September 07/26/2024

Why the Fed Should Cut Rates Now—Not Wait Until September An accelerating pace of inflation looks like less of a risk than a weakening labor market.

Is ‘Rizz’ the Secret to Getting Ahead at Work? 07/25/2024

Is ‘Rizz’ the Secret to Getting Ahead at Work? Whether you call it charisma, charm or magnetism, some people seem like naturals. Good news: It can be learned.

No More ChatGPT? Here's Why Small Language Models Are Stealing the AI Spotlight 07/24/2024

No More ChatGPT? Here's Why Small Language Models Are Stealing the AI Spotlight Entrepreneurs can leverage this growing tech to create innovative, efficient and targeted AI solutions.

07/24/2024

Nearly half of all Americans feel they aren’t where they need to be when it comes to retirement planning. Let’s connect and build guaranteed lifetime income into your plan to help strengthen the road to your goals.

MassMutual Consumer Spending & Saving Index: In Pursuit of Happiness, Younger Generations Prioritize Money over Marriage - MassMutual Contradictorily, they feel behind in saving enough to retire at an ideal age (60-69) - MassMutual

Welcome to 'The Great Detachment': Workers are checked out—and so are their bosses 07/23/2024

Welcome to 'The Great Detachment': Workers are checked out—and so are their bosses Bored? Chances are so are your co-workers and bosses. Next time you’re at work, take a look to your left and your right—likely your peers are looking to the door. The only problem is the door is only open by a crack.

07/23/2024

Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.

How Wall Street Keeps Absorbing America’s Borrowing Binge 07/22/2024

How Wall Street Keeps Absorbing America’s Borrowing Binge Demand for safety and yield has supported Treasurys despite a huge supply increase.

Forget the Hamptons. Why In-the-Know Travelers Are Road-Tripping in Nova Scotia 07/21/2024

Forget the Hamptons. Why In-the-Know Travelers Are Road-Tripping in Nova Scotia Curious about Canadian wine? Want dramatic coastline views? Looking to hop between charming fishing villages? You can find it all on these road-trip routes through Nova Scotia..

Millennials Are Having Fewer Babies. What Does This Mean For Retirement? 07/20/2024

Millennials Are Having Fewer Babies. What Does This Mean For Retirement? Millennials are saying only one or none to having children. What might declining birth rates mean for their retirement planning and living in old age?

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Videos (show all)

Make sure your summer to-do list includes protecting your family with life insurance.  Let’s connect.
For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. ...
For whatever changes your life brings, count on the guaranteed lifetime income of annuity for a more secure financial fu...
Executive Bonus Plans allow business owners to offer a valuable insurance benefit to their key employees. Contact me to ...
And it continues with us. This Women’s History Month, we honor the women who broke barriers and led to greater empowerme...
You need your annuity to do more than just provide fixed rates. Gain the flexibility you need to help grow your retireme...
Diversify your portfolio with guaranteed growth year after year.Let’s plan for a longer retirement journey. Contact me t...
Life insurance - it’s for anyone who loves.  Call today to learn more.

Address


2100 Ponce De Leon, Suite 600
Coral Gables, FL
33134

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Other Financial Planning in Coral Gables (show all)
Frank Murillo - Financial Planner Frank Murillo - Financial Planner
Coral Gables

Helping retirees simplify their money, income, and reduce their lifetime tax bill.

Rich Goodman J.D., CFP Rich Goodman J.D., CFP
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Coral Gables, 33134

My mission is to help my clients attain financial security for their families and businesses.

Capco Financial Capco Financial
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Coral Gables, 33146

CAPCO Financial is a Factor providing cash flow solutions throughout the United States and Canada. CAPCO Financial’s mission is to provide capital to compa

Plan Invest Manage Plan Invest Manage
4000 Ponce De Leon Boulevard
Coral Gables, 33146

We provide local independent investment advice for owners, entrepreneurs, and businesspeople.

Roberto S. Nespereira, Northwestern Mutual, RICP Roberto S. Nespereira, Northwestern Mutual, RICP
201 Alhambra Circle, Suite 703
Coral Gables, 33134

I help Pre-Retirees & Retirees To Develop Customized Tax Efficiencies & Asset Protection Strategies

Comprehensive Money Management Comprehensive Money Management
535 Vilabella Avenue
Coral Gables, 33146

Fee-only financial planning and investment management

Ladin Tax & Financial Group Ladin Tax & Financial Group
Coral Gables, 33134

Ladin Financial Group is a full-service Registered Investment Advisory Firm that focuses on retirement income strategies that include but are not limited to tax minimization planni...

TIAA TIAA
20 Giralda Avenue
Coral Gables, 33134

Globalinvest Financial Services Globalinvest Financial Services
2525 Ponce De Leon Boulevard, Ste 300
Coral Gables, 33134

Globalinvest Financial Services, Inc. is a registered investment adviser, committed to giving our customers the highest quality advice and services.