Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Urbina Investment Group, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Your credit score may influence how much you pay for auto and home insurance.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.