David Toribio
Allentown, Pennsylvania, United States
680 followers
500+ connections
About
Preparing for the next step in life isn’t always easy. I provide total financial needs…
Activity
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Worried about passing your wealth to a troubled adult child?There are strategies that can help.
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
Shared by David Toribio
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Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article. #Inheritance #Finance…
Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article. #Inheritance #Finance…
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Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property. #IntellectualProperty…
Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property. #IntellectualProperty…
Shared by David Toribio
Experience
Education
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Endicott College
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Bachelor of Science in Business Administration, with a 3.69 grade point average. Completed courses in the subjects of; Entrepreneurship, Managerial Accounting, Applied Statistics, American Popular Culture, Business Fundamentals, Research Methods, Financial Management, Organizational Behavior, Operations Management, Sociology, Research Projects One and Two, and completed a senior thesis on The Affects Offshoring Jobs Has on the U.S. Economy in partial fulfillment of the requirement for the…
Bachelor of Science in Business Administration, with a 3.69 grade point average. Completed courses in the subjects of; Entrepreneurship, Managerial Accounting, Applied Statistics, American Popular Culture, Business Fundamentals, Research Methods, Financial Management, Organizational Behavior, Operations Management, Sociology, Research Projects One and Two, and completed a senior thesis on The Affects Offshoring Jobs Has on the U.S. Economy in partial fulfillment of the requirement for the degree.
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Licenses & Certifications
Honors & Awards
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Cum Laude
Endicott College
Languages
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Spanish
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Organizations
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Greater Lehigh Valley Chamber of Commerce
Member
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More activity by David
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If you don’t have an #estatestrategy, here’s some reasons why you should.
If you don’t have an #estatestrategy, here’s some reasons why you should.
Shared by David Toribio
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Here are a few key factors to consider when naming an executor for your estate.
Here are a few key factors to consider when naming an executor for your estate.
Shared by David Toribio
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Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
Shared by David Toribio
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If you died, what would happen to your email archives, social profiles, and online accounts?
If you died, what would happen to your email archives, social profiles, and online accounts?
Shared by David Toribio
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A #specialneeds #trust can help care for a special needs child, even after you’re gone.
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
Shared by David Toribio
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Business owners should consider a succession plan sooner rather than later.
Business owners should consider a succession plan sooner rather than later.
Shared by David Toribio
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There are billions in unclaimed dollars in the US. Is some of that yours?
There are billions in unclaimed dollars in the US. Is some of that yours?
Shared by David Toribio
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Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth
Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth
Shared by David Toribio
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Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome
Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome
Shared by David Toribio
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The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
Shared by David Toribio
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Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
Shared by David Toribio
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💪 💪 FIT FRIDAY WITH MADE OF MUSCLE TRAINING 💪 💪 GOOD MORNING LINKEDIN, ☀ 🎉 We are beyond thrilled to share this incredible journey from one…
💪 💪 FIT FRIDAY WITH MADE OF MUSCLE TRAINING 💪 💪 GOOD MORNING LINKEDIN, ☀ 🎉 We are beyond thrilled to share this incredible journey from one…
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