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All Media List

Shawn DaCruz

Shawn DaCruz - Financial Independence | Gerber Kawasaki

Financial freedom means something different to everyone. That’s why GK Financial Advisor Shawn DaCruz works with his clients to set achievable financial goals over time.

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Shawn DaCruz

Shawn DaCruz - Vacation Planning | Gerber Kawasaki

Impulsive traveling is one of the easiest ways to interfere with your savings goals. If you’re dreaming of a summer vacation, GK Financial Advisor Shawn DaCruz shares five ways to do it guilt-free.

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Shawn DaCruz

Shawn DaCruz - Maximizing Your Tax Returns | Gerber Kawasaki

As tax returns begin coming in, Financial Advisors like Shawn DaCruz are urging clients to invest the money in their future. Before spending your return on a shopping spree, here are some things to consider.

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Shawn DaCruz

Shawn DaCruz - Ideas For Concentrated Stock Positions | Gerber Kawasaki

Is a significant portion of your wealth tied up in stock? GK Financial Advisor Shawn DaCruz shares these ideas on how you can diversify your concentrated stock position.

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Shawn DaCruz

Shawn DaCruz - Backdoor Roth IRA | Gerber Kawasaki

Are you a high net worth individual looking to maximize your savings this tax season. Luckily, Financial Advisor Shawn Dacruz has you covered! Read this article to find out if the Backdoor IRA is right for you.

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Shawn DaCruz

Shawn DaCruz - Setting Financial Goals Will Change Your Life | Gerber Kawasaki

Setting financial goals is the key to a successful year, and nobody knows that better than GK Financial Advisor Shawn DaCruz. If you haven’t established your targets for the year, here is why you should start.

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Shawn DaCruz

Shawn DaCruz - The Best Holiday Gift Is Savings | Gerber Kawasaki

As the holidays approach, don’t forget that one of the best gift you can give yourself is saving for your future. Saving for your retirement and ensuring your children’s education using 401K and 529 plans, are two presents that carry more weight than most material gifts. But hurry, the December 31st deadline is approaching.

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Shawn DaCruz

Shawn DaCruz - Take Control of Your Finance | Gerber Kawasaki

Having trouble sticking to your budget? Check in with GK Financial Advisor Shawn DaCruz to hear how you can refine your budgeting skills.

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Shawn DaCruz

Shawn DaCruz - Term Insurance | Gerber Kawasaki

Are you looking to secure your family’s financial future? Financial Advisor Shawn DaCruz breaks down term insurance to help readers understand how it can help you protect your assets and ease debt burdens.

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Shawn DaCruz

The Path to Financial Independence | Shawn DaCruz

Financial Advisor Shawn DaCruz discusses how diligence and discipline are crucial when working to achieve financial independence.

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Shawn DaCruz

How To Save For Your Dream Vacation!

Having trouble saving for your dream vacation? Here are some tips from Financial Advisor Shawn DaCruz on how to afford that trip you’ve always fantasized about.

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Shawn DaCruz

Pay yourself first!

One of the key principles of behavioral finance is the concept of paying yourself first. Paying yourself first suggests that before we spend money on anything else, we should put some of it away for our future goals. In this article, Financial Advisor Shawn DaCruz explains how setting up investment accounts and monthly contributions can help us pay ourselves first and how this can benefit our spending habits.

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Shawn DaCruz

Maximize Your Financial Resources for Tax Season

Tax season is here and many individuals and small business owners are looking for ways to minimize their tax liabilities and maximize their financial resources. Our Get Invested Team outlines some tax-advantaged accounts that you can implement in your financial plan.

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Shawn DaCruz

Inherited IRAs

Inheriting an IRA can be a complex and costly process if not approached carefully. Seeking guidance from a financial advisor or tax professional can help you avoid mistakes and make the most of your inheritance. The distribution rules for an inherited IRA vary depending on the beneficiary's relationship with the original account owner - check out how it can vary!

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