Carmina A. Ilagan
Founder & CEO
The journey to your financial health may seem like a clear, straight path. However, it rarely is. Making the right decisions for your needs and goals can be confusing at times. That's where I can help.
I'm an experienced financial professional with the know-how, resources, and strategies to help make you feel more comfortable and confident in your financial future.
At the heart of my services is the right mix of analytics and technology. But there's more to it than that. I also provide the human touch. I truly care about my clients and their unique circumstances. After all, one size does not fit all. Everybody's lives are different. I will invest the time to learn about your specific needs and goals. Whether it's asset protection, accumulation, or preserving wealth as a legacy, we'll get you where you need to go. I find being honest and direct is always best—especially when it comes to finances.
With a wealth of financial expertise and plenty of resources and tools behind me, my goal is to see you empowered with the knowledge and tools to build a lifelong foundation of good financial practices.
If you're ready to take steps toward a secure financial future, let's talk. I'm right here, always.
4 Key strategies for maximizing your retirement contributions during tax season
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.
The value of pet insurance
Your cat or dog is more than your pet: they are a member of your family. But just like your household's human members, sometimes they need to see a doctor. While medical care for your four-legged best friend can quickly drain your bank account, there are options available to help ease the burden. You can consider protecting your finances by purchasing a pet insurance policy. Here, we’ll explore pet insurance so you can determine whether obtaining the coverage fits your money management strategy.
Let your vacation be a vacation
You work hard and look forward to those days and weeks when you don’t have to be in the office. But, do you ever take a real vacation, a true holiday away from anything work-related? If you’re like most professionals today, the answer is no. In a recent ELVTR Survey of 2,300 North American employees, nearly 70% of respondents admitted to working on vacation. Almost 60% said they felt anxious about leaving their inbox unattended. This inability to unplug can negatively affect your health, mood, relationships, and overall life. The truth is you need to disconnect fully from your work from time to time. We’ll share the many benefits of letting your vacation be a vacation and how to actually get away from your desk. That way, you can rest, recharge, and return to the office better than ever.