{"id":30471,"date":"2018-04-25T17:00:00","date_gmt":"2018-04-25T23:00:00","guid":{"rendered":"https:\/\/a0109a0e50.nxcli.io\/\/blog\/annuities-101\/"},"modified":"2021-07-28T12:08:33","modified_gmt":"2021-07-28T16:08:33","slug":"anualidades-101","status":"publish","type":"post","link":"https:\/\/www.savvyladies.org\/es\/education\/annuities-101\/","title":{"rendered":"Anualidades 101"},"content":{"rendered":"<div class=\"image-block-outer-wrapper layout-caption-hidden design-layout-inline combination-animation-none individual-animation-none individual-text-animation-none\" data-test=\"image-block-inline-outer-wrapper\">\n<figure class=\"sqs-block-image-figure intrinsic\" style=\"max-width: 504px;\">\n<div class=\"image-block-wrapper has-aspect-ratio\" style=\"padding-bottom: 81.94444274902344%;\" data-animation-role=\"image\"><noscript><img decoding=\"async\" src=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/savvy-ladies-webinar.jpg\" alt=\"webinar-sabias-damas.jpg\" \/><\/noscript><img decoding=\"async\" class=\"thumb-image\" src=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/savvy-ladies-webinar.jpg\" alt=\"webinar-sabias-damas.jpg\" data-image=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/savvy-ladies-webinar.jpg\" data-image-dimensions=\"504x413\" data-image-focal-point=\"0.5,0.5\" data-load=\"false\" data-image-id=\"5ab913a50e2e72190f41a8d3\" data-type=\"image\" \/><\/div>\n<\/figure>\n<\/div>\n<p class=\"\" style=\"white-space: pre-wrap;\">Las anualidades son un veh\u00edculo de inversi\u00f3n \u00fanico. Una inversi\u00f3n similar a un seguro con muchas caracter\u00edsticas distintivas en comparaci\u00f3n con las inversiones tradicionales como acciones, bonos y fondos mutuos. Es necesario analizar detenidamente el tratamiento fiscal, las necesidades de ingresos, las necesidades de beneficios por fallecimiento y los diversos tipos de cl\u00e1usulas y caracter\u00edsticas de las anualidades. Venga a aprender m\u00e1s sobre qu\u00e9 es una anualidad y c\u00f3mo puede o no adaptarse a sus necesidades de planificaci\u00f3n financiera personal.<\/p>\n<p class=\"\" style=\"white-space: pre-wrap;\"><strong>Sobre Matthew:<\/strong><\/p>\n<div class=\"image-block-outer-wrapper layout-caption-hidden design-layout-inline combination-animation-none individual-animation-none individual-text-animation-none\" data-test=\"image-block-inline-outer-wrapper\">\n<figure class=\"sqs-block-image-figure intrinsic\" style=\"max-width: 200px;\">\n<div class=\"image-block-wrapper has-aspect-ratio\" style=\"padding-bottom: 100%;\" data-animation-role=\"image\"><noscript><img decoding=\"async\" src=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/MatthewDelPriorecropped.png\" alt=\"Matthew DelPriore recortado.png\" \/><\/noscript><img decoding=\"async\" class=\"thumb-image\" src=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/MatthewDelPriorecropped.png\" alt=\"Matthew DelPriore recortado.png\" data-image=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/MatthewDelPriorecropped.png\" data-image-dimensions=\"200x200\" data-image-focal-point=\"0.5,0.5\" data-load=\"false\" data-image-id=\"5ab914a9562fa7a94d17282c\" data-type=\"image\" \/><\/div>\n<\/figure>\n<\/div>\n<p class=\"\" style=\"white-space: pre-wrap;\">Matthew A. DelPriore, CFP\u00ae, MSFS, CFS - Director de Planificaci\u00f3n Financiera, Planificador Financiero, Representante de Asesor de Inversiones<\/p>\n<p class=\"\" style=\"white-space: pre-wrap;\">Como planificador financiero, Matthew comenz\u00f3 su carrera en el sector de los servicios financieros en 2005. Se gradu\u00f3 cum laude de Baruch College con una Licenciatura en Administraci\u00f3n de Empresas en Finanzas. Pas\u00f3 casi tres a\u00f1os como consultor interno de casos. Durante este tiempo, cre\u00f3 y dise\u00f1\u00f3 planes financieros personales para los planificadores de \u00e9xito dentro de la empresa. La comprensi\u00f3n de la importancia de crear y construir relaciones duraderas, as\u00ed como su pasi\u00f3n por ayudar a las personas a alcanzar sus objetivos financieros, es lo que le inspir\u00f3 para construir su propia pr\u00e1ctica de Planificaci\u00f3n Financiera.<\/p>\n<p class=\"\" style=\"white-space: pre-wrap;\">En Fortis Lux Financial, el objetivo principal de Matthew es garantizar que sus clientes tengan un plan de juego financiero para el camino que tienen por delante. A trav\u00e9s del proceso de Planificaci\u00f3n Financiera, trabaja estrechamente con sus clientes para entender cuidadosamente sus objetivos personales, metas y preocupaciones. A partir de ah\u00ed, les ayudar\u00e1 a crear estrategias espec\u00edficas para las necesidades de sus clientes.<\/p>\n<p class=\"\" style=\"white-space: pre-wrap;\">Sus principales \u00e1reas de inter\u00e9s son la planificaci\u00f3n financiera, la planificaci\u00f3n de inversiones y la planificaci\u00f3n de la jubilaci\u00f3n. Obtuvo la designaci\u00f3n CERTIFIED FINANCIAL PLANNER\u2122, as\u00ed como la designaci\u00f3n Certified Fund Specialist\u00ae. Matthew tambi\u00e9n tiene su serie 7, 63, y Vida y Salud licencias de Seguros.<\/p>\n<p class=\"\" style=\"white-space: pre-wrap;\">Matthew es miembro activo de la Asociaci\u00f3n de Planificaci\u00f3n Financiera de Nueva York. Tambi\u00e9n forma parte del comit\u00e9 Pro Bono de la FPA, donde ayuda a difundir conocimientos financieros a varias personas y familias.<\/p>\n<p class=\"\" style=\"white-space: pre-wrap;\">Matthew reside en Matawan, Nueva Jersey, con su esposa Nichole. Le gusta viajar, comer bien, hacer snowboard y jugar al golf.<\/p>\n<p>&nbsp;<\/p>\n<div style=\"width: 195px; text-align: center;\">\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.eventbrite.com\/countdown-widget?eid=44556380333\" width=\"195\" height=\"480\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<div style=\"font-family: Helvetica, Arial; font-size: 12px; padding: 10px 0 5px; margin: 2px; width: 195px; text-align: center;\"><a class=\"powered-by-eb\" style=\"color: #adb0b6; text-decoration: none;\" href=\"http:\/\/www.eventbrite.com\/\" target=\"_blank\" rel=\"noopener\">Desarrollado por Eventbrite<\/a><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"image-block-outer-wrapper layout-caption-below design-layout-inline combination-animation-none individual-animation-none individual-text-animation-none\" data-test=\"image-block-inline-outer-wrapper\">\n<figure class=\"sqs-block-image-figure intrinsic\" style=\"max-width: 1494px;\">\n<div class=\"image-block-wrapper has-aspect-ratio\" style=\"padding-bottom: 56.02409744262695%;\" data-animation-role=\"image\"><noscript><img decoding=\"async\" src=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/MatthewDelPriorecoverslide.png\" alt=\"Diapositiva de portada de Matthew DelPriore.PNG\" \/><\/noscript><img decoding=\"async\" class=\"thumb-image\" src=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/MatthewDelPriorecoverslide.png\" alt=\"Diapositiva de portada de Matthew DelPriore.PNG\" data-image=\"https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/03\/MatthewDelPriorecoverslide.png\" data-image-dimensions=\"1494x837\" data-image-focal-point=\"0.5,0.5\" data-load=\"false\" data-image-id=\"5ab917716d2a734262593647\" data-type=\"image\" \/><\/div>\n<\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Annuities are an investment vehicle with a class of its own. An insurance like investment that has many distinct characteristics compared to traditional investments such as stocks, bonds, and mutual [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":33326,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"give_campaign_id":0,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":"","_tec_slr_enabled":"","_tec_slr_layout":""},"categories":[850,437],"tags":[],"class_list":["post-30471","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-webinar-investing","category-webinars"],"acf":[],"ticketed":false,"_links":{"self":[{"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/posts\/30471","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/comments?post=30471"}],"version-history":[{"count":0,"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/posts\/30471\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/media\/33326"}],"wp:attachment":[{"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/media?parent=30471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/categories?post=30471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.savvyladies.org\/es\/wp-json\/wp\/v2\/tags?post=30471"}],"curies":[{"name":"gracias","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}