Mauricio Castillo Ferri

Investing with an ITIN

How This Immigrant Started Investing With an ITIN in One Session

The heart of Immigrant Finance We share so many strategy tips in our articles and videos. But what really makes the heart of Immigrant Finance is our clients and students, the people that we get to serve. We don’t talk enough about them, and they inspire us, so we figure they might inspire you too. […]

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When Is a Good Time for Immigrants to Start Investing

When Is a Good Time for Immigrants to Start Investing?

When is a good time to start investing? It’s one of the most common questions we get in Immigrant Finance. It sounds like a strategy question, but it’s really a strategy and mindset question. When immigrants have more financial power, they also have more power to influence the laws and create better futures for themselves

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Why Is It Important for Immigrants to Open an Investment Account, Even if You Plan to Leave the U.S.

Investment Account for Immigrants: Why You Should Open One Now, Even if You Plan to Leave the U.S.

Are you thinking of leaving the U.S.? Are you worried about having to leave? Then let’s talk about why an investment account for immigrants matters right now. We get this question a lot in our community. So we want to break it down for you. There are several things to think about. It’s a personal

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How to Build Wealth 4 Strategies to Stop Trading Time for Money

How to Build Wealth: 4 Strategies to Stop Trading Time for Money

Tired of trading hours for dollars? Here are 4 real strategies to grow your money and build wealth so it can start working for you, even while you sleep. Whether you’re just starting your financial literacy journey or looking to get more strategic with your investing, these are the exact wealth-building methods we teach our

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New Executive Order Targets Immigrants' Access to Financial Services What You Need to Know

New Executive Order Targets Access to Financial Services for Immigrants: What You Need to Know

June 8, 2026 A newly issued executive order from the White House has raised questions about access to financial services for immigrants, including banking, credit, lending, and other financial opportunities. If you’ve come across news stories or social media discussions about the order, you may be wondering: Does this mean immigrants can no longer open

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The Real Difference Between Learning How to Invest Yourself vs Hiring a Financial Planner

The Real Difference Between Learning How to Invest Yourself vs Hiring a Financial Planner

If you’re an immigrant trying to figure out money, investing isn’t just another “life skill.” You might be the first person in your family even thinking about this. It is, in fact, hard to figure out how investing works. There’s also pressure, not just to grow your money, but to not mess it up. So

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Investing - Sending Money Home

Investing vs. Sending Money Home and How to Balance Both Without Guilt

For a lot of immigrant families, money doesn’t sit quietly in the same place. It moves across borders. It covers bills in two places. It carries expectations, gratitude, pressure, and sometimes, silence. So when people say, “just start investing,” it can feel disconnected from reality. Because your money already has a job. Actually, more than

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Should you Invest, Save, or Pay Debt

You Have $5,000 Saved: Should You Invest, Save, or Pay Debt?

If you’re an immigrant building your life from the ground up, this question approaches the topic from a new angle. Because it’s not just about money. It’s about: Not having a financial safety net Being the first in your family to figure this out Wanting to make the right move so you don’t fall behind

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