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.
How Income Taxes Work
A quick look at how federal income taxes work.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Important items to consider when purchasing condo insurance.
Purchasing homeowners insurance is critical for protecting your home.
Here are some simple and inexpensive energy-saving tips that may help you save money.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Knowing the rules may help you decide when to start benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Are you ready for retirement? Here are five words you should consider.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.