Evor C. Vattuone, CFP®
Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

Lending Money to Family and Friends: Two Factors to Consider

Taxes

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Maximize Your Savings: A Guide to Mid-Year Tax Planning in 8 Steps

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Maximize Your Savings: A Guide to Mid-Year Tax Planning in 8 Steps

As the year reaches its midpoint, it's an opportune time for mid-year tax planning to potentially reduce your tax liability, maximize your retirement income, and enhance your overall financial well-being. In this 8-step guide, we explore key strategies and considerations to get you started.

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Using IRS Marital Filing Status as a Strategy

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Using IRS Marital Filing Status as a Strategy

Filing taxes separately can be a viable option for reducing student loan payments, however, it is crucial to consider all the factors involved. Ultimately, consulting with a financial professional can help you make an informed decision that aligns with your unique situation.

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It’s Time to Get Reacquainted with Survivorship Life Insurance

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It’s Time to Get Reacquainted with Survivorship Life Insurance

With the $3.5 trillion dollar infrastructure bill facing a reconciliation vote, high income earners and the ultra wealthy are clearly in the crosshairs of tax hikes, putting the need for estate liquidity back on the forefront of transfer tax planning.

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Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques

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Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques

Your tax-planning techniques matter at least as much as the tools. They’re also more enduring—especially if you combine them into a unified strategy across your varied financial interests.

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What Can I Do to Reduce My Taxes? 2 Things You Can Do Now

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What Can I Do to Reduce My Taxes? 2 Things You Can Do Now

What can I do to reduce my taxes?

This is a very common question we get as financial advisors and tax preparers in my firm.

Simply put, get organized! I know you probably hate to hear such a finger-wagging statement, but really, what if the mere fact of organizing meant an extra $1,000 in your pocket? You may be asking, “How’s that?” or thinking, “I’m not an organized person.” Fortunately, you don’t need to be on par with Martha Stewart’s level of organization to seize your opportunity!

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