Philosophy — stewardship

The careful and responsible management of something entrusted to one’s care.

  • Life and the world around it can change in a second. The Aguirre Wilson Group believes that through forging deep understanding of a client’s life, we can strive to gain better outcomes in a rapidly changing world.
  • We believe that humans are underrated and that forming emotional bonds will help clients navigate life’s winding path.
  • In an increasingly digitized world, we believe that empathy can not be solved through an algorithm. Rather, it’s through human interaction that life’s financial successes can be achieved.

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest Global Insight Monthly »

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I spoke with a young couple this week with three young kids. Their big question was: where should we save first? Young parents may be tempted to save for college first, because of the size of the expense and how much closer they are to the first payment than they are to retirement. Why might this not be the best long-term approach? 1. The cost of delaying your retirement funding will cost you a lot in the long run. That's the magic of compounding. 2. Your contributions to your 401Ks/403bs/457s and IRAs grow tax-deferred whereas the savings you put into 529s come out of post-tax earnings. In other words, you can put away much more in pre-tax than you can after-tax. 3. Most retirement savings are not considered in the financial aid equation. As the Japanese swordsman-philosopher Musashi said, “You must understand that there is more than one path to the top of the mountain.” As planners, our job is to plug these scenarios into your plan to determine the best path for your specific situation. So if you find yourself asking the question of where to save first, ask your advisor! That's what we're here for.

Do you know where your medical records are?

Between visits to clinics, cardiologists, OB/GYNs, and countless other healthcare professionals, there is a lot of important data about your health out there. Take the necessary steps to gather, review, and organize your personal medical records.

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Primary Residence: A Guide | Bankrate

To make the most of your home investment, it pays to better understand what a primary residence means. Knowing the status of your residence is important for financial, tax and legal reasons, and the perks will inform how you approach managing it.

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Latest Insights

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Debt ceiling update

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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