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Bobby Montes 817-798-9187 roberto.montes@lpl.com

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Blog

A young woman vacuuming her apartment with headphones on and dancing.
Roberto Montes | Jun 10, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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An overhead view of someone walking on a tightrope high above a forest.
Roberto Montes | Feb 24, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Roberto Montes | Oct 29, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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An assortment of sushi, rice, and seaweed.
Roberto Montes | Sep 27, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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Image of a sailboat sailing on a lake, with cloudy weather above.
Roberto Montes | Jul 18, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Roberto Montes | Jul 18, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Digital art of a lawyer standing next to a large document and gavel.
Roberto Montes | Jul 18, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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1300 Murchison Dr
Suite 123
El Paso, TX 79902

Contact Info

P | 817-798-9187
E | roberto.montes@lpl.com

 

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