Sylvia Salguero joined Albitz/Miloe in 2001, guiding families, especially women and small businesses with the development of investment strategies, portfolio construction, as well as implementing solutions to help meet their goals and objectives. Sylvia has served on committees of various charitable and religious organizations.
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More from Sylvia
Kiddie Tax
When children start earning money or receiving investment income, taxes may not be the first thing parents think about. However, if a child receives income
How to Choose the Right Successor Trustee
Selecting a trustee is one of the most critical decisions in estate planning. Financial advisor literature consistently emphasizes that while trusts are powerful tools for
Get Your Finances Organized at the Beginning of the New Year
The start of a new year is one of the best times to take control of your finances. It offers a natural reset: a chance
