Diana Curbelo - Financial Advisor

Helping people get their fianacial life in balance and achieve their goals!

Invest for the Long Haul 03/29/2020

Invest for the Long Haul For a long time horizon, stocks provide the highest potential return compared with bonds or cash.

10 Best Things to Keep in a Safe Deposit Box 11/21/2018

Not everything can be kept in the cloud. Here are a few items you might want to put in a secure safe at home or at the bank.

10 Best Things to Keep in a Safe Deposit Box Certain documents and valuables, including certain things with sentimental value, should be stored securely at your bank.

7 Budgeting Tips for New Parents 11/18/2018

The more hectic life is, the more important it becomes to keep track of saving and spending. Here are a few tips for new parents.

7 Budgeting Tips for New Parents Don't let unexpected expenses derail your savings or put you in debt.

How to Create a Budget That Works 11/15/2018

Have you struggled with sticking to a budget? Here's how to build one that makes sense for you.

How to Create a Budget That Works First, determine your goals.

Sign Up Today 11/12/2018

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12 Ways Millionaires Manage Their Time to Achieve Maximum Productivity 11/03/2018

Being truly smart with your finances means knowing how to manage your time well. Get started by taking a look at these millionaire-approved scheduling tips.

12 Ways Millionaires Manage Their Time to Achieve Maximum Productivity The rule for productivity is that there are no hard and fast rules.It's about what works for you.

Put Your Retirement IQ to the Test 10/31/2018

Find out if you're prepared by taking this quick 10-question quiz.

Put Your Retirement IQ to the Test Are you prepared to make critical retirement decisions, from how much to save to when to claim Social Security? Take this quiz to find out.

Build your investment strategy with these 9 questions 10/28/2018

Want to create or change your investment strategy? Ask yourself these questions to begin coming up with a clear road map.

Build your investment strategy with these 9 questions Your answers to these questions will help you nail down an investment plan for all your financial goals.

Timeline photos 10/26/2018

2018 Confrence

What are your investment goals? 10/25/2018

Make sure you're investing with purpose by taking the time to map out your strategy.

What are your investment goals? And remember: Goals can change over time.

Sign Up for the Newsletter 10/22/2018

Interested in financial topics and helpful updates? Get on the list today.

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Organizational Tricks That Can Save You Money | Reader's Digest 10/20/2018

Putting your house in order can help you keep your finances in good shape, too. Here's where to start.

Organizational Tricks That Can Save You Money | Reader's Digest Put an end to wasting money on things like replacing missing charging cables and tossing what was perfectly good food using these easy organizational tricks.

How Your Adult Kids Can Help You Plan for Retirement 10/17/2018

No matter how old you are or when you plan to retire, these are the questions you should be prepared to ask and answer.

How Your Adult Kids Can Help You Plan for Retirement 3 ways they can assist in making the transition what you hope for

Trust Fund Options for Paying Adult Beneficiaries Their Inheritances 10/14/2018

Whether you're leaving an inheritance or benefiting from one, here's what to keep in mind.

Trust Fund Options for Paying Adult Beneficiaries Their Inheritances You have a few options when deciding how adult beneficiaries will receive the assets and money you leave to them. Some offer more protection than others.

Understanding the Great Wealth Transfer 10/11/2018

Over the next several years, a historic transfer of assets will take place.

Understanding the Great Wealth Transfer Here's how baby boomers, Gen Xers and millennials can prepare.

Helpful Financial Updates 10/08/2018

Stay in the know when you sign up for the twice-monthly newsletter.

Helpful Financial Updates Sign up and stay tuned for this week's posts.

This Is the Single Best Way Divorced Women Can Secure a Successful Retirement 10/06/2018

Know someone who's going through a divorce? Here are some of the financial effects they should be aware of.

This Is the Single Best Way Divorced Women Can Secure a Successful Retirement Alert your lawyers.

Survey: 36% of Americans look at their bank account daily 10/03/2018

See how you compare to other Americans when it comes to basic financial habits.

Survey: 36% of Americans look at their bank account daily Are you an obsessive checker?

Where you put your rainy day fund matters 09/30/2018

Saving is important -- and where you put your money can make all the difference.

Where you put your rainy day fund matters In today's economic climate of rising interest rates, it makes sense to put emergency funds in a high-yield savings account. 

Do you need an emergency fund? 09/27/2018

No matter what your financial situation is, you should probably have a "just in case" fund.

Do you need an emergency fund? Here's how a few months' worth of savings can save the day.

Sign Up for Financial Updates 09/24/2018

We could all use a little guidance. The newsletter can help.

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Living the Digital Nomad Lifestyle Requires Careful Financial Planning 09/22/2018

Nontraditional workers may need to put a little more effort into managing their finances effectively.

Living the Digital Nomad Lifestyle Requires Careful Financial Planning Living the digital nomad lifestyle can offer freedom and flexibility. But, being a digital nomad also means fine-tuning your financial strategy.

The Advantages Of Investing In Single-Family Rental Houses Vs. The Stock Market 09/19/2018

Should you invest in the stock market or a single-family rental home? It depends on your goals, but here's a look at the basics.

The Advantages Of Investing In Single-Family Rental Houses Vs. The Stock Market Stock market investments have their value, but savvy investors know the advantages of real estate.

The Talk to Have With Your Kids Before You Retire 09/16/2018

It's important to keep your kids informed of your retirement plans and prepare them for the changes to come.

The Talk to Have With Your Kids Before You Retire Many parents avoid discussing their retirement plans with their children.

How to Teach Kids About Money 09/13/2018

Here are three ways to help children grow up to be financially savvy and independent.

How to Teach Kids About Money Don't make money a taboo subject -- talk about it from an early age.

Money Trends and Planning Tips 09/10/2018

Learn new things and build financial confidence when you sign up.

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Millennials prefer to sit on their cash: report 09/08/2018

While older generations are more comfortable investing in the stock market, adults in their 20s and 30s tend to favor cash.

Millennials prefer to sit on their cash: report Millennials are cautious when it comes to investing in the stock market.

How Couples Handle Money at Every Stage in Their Relationships 09/05/2018

A recent survey reveals how couples handle money at different stages of life. How do your habits compare?

How Couples Handle Money at Every Stage in Their Relationships Here's how people manage money during their relationships – and what you can learn from their mistakes.

5 Unexpected Millionaire Habits 09/02/2018

You might be able to adopt some of these practical behaviors, regardless of your net worth.

5 Unexpected Millionaire Habits High-achieving individuals work to become stronger, more knowledgeable and more well-rounded over time.

What to Know About Lifestyle Inflation 08/30/2018

It's tempting to spend more as you earn more, but don't lose track of the big picture.

What to Know About Lifestyle Inflation Stay on track with a budget and keep future plans in mind.

Subscribe to the Newsletter 08/27/2018

The newsletter brings helpful insights twice a month. Are you on the list?

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Four Reasons To Talk To Your Kids About Prenups Before College 08/25/2018

Some experts suggest discussing prenups with young adults, even if they have no upcoming marriage plans. Have you had the talk?

Four Reasons To Talk To Your Kids About Prenups Before College Talk to your kids about prenups around the time they start dating. If you wait until the wedding plans are announced, your child may be reluctant, and the fiancé may be offended.

6 Ways for Seniors to Save Big in Retirement 08/19/2018

Once you stop working, you'll probably need to adjust the spending habits you've spent years getting used to.

6 Ways for Seniors to Save Big in Retirement Here are six ways seniors can save big without sacrificing the fun stuff. Make the most of your retirement nest egg.

Planning Together, Retiring Separately 08/16/2018

Should spouses retire at the same time, or could it be better to retire a few months (or years) apart?

Planning Together, Retiring Separately Financially and emotionally, this might be a good idea.

Subscribe to the Newsletter 08/13/2018

Receive financial news and tips twice a month.

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How Volunteer Work Can Pay Down Student Debt 08/04/2018

A few unique programs offer the chance to pay off student loans in exchange for nonprofit work.

How Volunteer Work Can Pay Down Student Debt Some organizations will help you pay off your student loans.

The Truth About How People Spend in Retirement 08/01/2018

Recent studies show that most retirees are doing a pretty good job when it comes to spending wisely and saving enough for the future.

The Truth About How People Spend in Retirement A study finds that retirees aren't doing what you might expect

5 Genius Insights to Start a Lucrative Side Hustle 07/29/2018

Here's how a few successful entrepreneurs turned a stray idea into a big deal:

5 Genius Insights to Start a Lucrative Side Hustle Top entrepreneurs share how their first side hustles made them successful today.

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