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Blog

A black and white image of a couple laughing
Mike Acevedo | Nov 8, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Mike Acevedo | Nov 7, 2023

How does the economy look to you?

Inflation
Investments
Interest
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Mike Acevedo | Nov 1, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Couple walking in a field with the ocean in the background
Mike Acevedo | Oct 25, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Mike Acevedo | Oct 18, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Mike Acevedo | Oct 11, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Business page of a newspaper
Mike Acevedo | Oct 4, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Mike Acevedo | Sep 27, 2023

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Mike Acevedo | Sep 20, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Grandmother with child
Mike Acevedo | Sep 13, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Mike Acevedo | Sep 6, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Mike Acevedo | Aug 30, 2023

How High Will Interest Rates go?

Inflation
Investments
Interest
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Let’s discuss.
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Mike Acevedo is an Investment Advisor Representative with Dynamic Wealth Advisors dba Mike Acevedo Financial Planning. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at adviserinfo.sec.gov/IAPD by searching under crd #151367.

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