August 21, 2025

Aspire Planning Associates

Summer Check-In: 11 Smart Ways to Keep Your ...

As summer winds down, it’s a good time to step back and review your finances. Whether you need to recalibrate your budget, check progress on savings goals, or plan ahead for fall and year-end, this 11-point checklist can help you stay on track. Read More >

May 24, 2018

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.

Total Return Investing

Aspire Planning Associates

July 24, 2023

Investing, Investments

What’s Wrong with Depending on Dividend Stocks? Part 2 of 2: Dividend Stocks vs. Total Return Investing

Aspire Planning Associates

July 24, 2023

Investing, Investments

What’s Wrong with Depending on Dividend Stocks? Part 2 of 2: Dividend Stocks vs. Total Return Investing

Why we prefer a total return investment strategy instead of seeking more concentrated dividend stock positions, even for retirees who are drawing income out of their portfolios. Read More >

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