Trey Larocca - Engineer Your Finances

4 Biggest Financial Regrets of Seniors From Their Twenties

Feb 25 2024Dec 05 2020 by Trey Larocca

There is so much to learn form the generations that came before us. The financial mistakes of older generations can do a lot to teach us what to avoid at the beginning of the road. While it may be tiresome to hear, age does bring wisdom. What seniors don’t always mention is that wisdom comes … Read more

3 Different Types of Insurance for High-Net Worth Individuals

Sep 05 2023Dec 02 2020 by Trey Larocca

Insurance can be very helpful, and it can also be very expensive. For this reason, there are a lot of policies that low-and-middle-income don’t need to bother with. Since the assets that would be insured aren’t worth as much, the risk is lower, and policies on those assets aren’t justified. For high-income individuals, though, these … Read more

How Often Should a Retirement Plan be Reviewed?

Dec 16 2020Dec 02 2020 by Trey Larocca

Everybody wants a reliable retirement, but some don’t know exactly how to get that done. Once you’ve gotten your annual contributions planned out, do you just leave it be? Is it enough to just keep putting money in and leaving it at that? Well, you can, but that won’t make the most out of your … Read more

The Ultimate Financial Planning Checklist

Dec 01 2020Nov 30 2020 by Trey Larocca

Checklist for the ultimate financial plan

If you don’t yet have your finances in order, we have just the thing to help you take stock of what you need to line up. The following financial planning checklist will give you a set of directions toward getting your affairs in order. Go through the list below, and for whatever you don’t have, set a deadline for checking off whatever you might be missing.

Trey Larocca

Trey LaRocca is a freelance writer, financial sales worker, and tech guy. When he isn’t out and about or at work, he’s usually at home enjoying some video games and a beer. Currently residing in Newport Beach, this California Kid can be found at the beach on any given weekend. Trey has years of experience in day/swing trading, financial analytics, and sales.