About Mike Acevedo Financial Planning

In addition to helping a diverse group of individuals and families, we are passionate about serving our first responders. With more than 10 years of providing financial advice to police and firefighters, we are grateful for their continual sacrifice and consider it an honor to serve them.

We go beyond traditional portfolio management and focus on the advice that's provided. We strictly adhere to the fiduciary standard of care to provide advice in retirement planning, tax management, pension and DROP analysis, portfolio risk, life insurance and more.

How can we help?

Find out how we can help you reach your financial freedom.

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Blogs

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Mike Acevedo |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
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How to Reprogram & Improve Your Money Mindset

Mike Acevedo |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...

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