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

financial planning

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Your Destination Matters: Aligning Your Finances with Your Future Goals

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Your Destination Matters: Aligning Your Finances with Your Future Goals

It can be tough to plan your financial future in a world filled with obstacles and opportunities. But the terrain only worsens in the absence of well-crafted goals. If you don’t know how much money you’ll need, when, and why, you end up chasing after the latest fads (buying high) or fleeing market risks (selling low).

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Golden Opportunities: Taking Advantage of the 2024 Changes to Retirement and Savings Rules

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Golden Opportunities: Taking Advantage of the 2024 Changes to Retirement and Savings Rules

As the SECURE Act 2.0's provisions gradually come into effect, this landmark retirement legislation brings about a series of significant changes in 2024. From adjustments in tax brackets and retirement contribution limits to shifts in estate and gift tax exemptions, we offer a clear overview of the key updates in this article.

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4 Financial Best Practices for Year End 2023

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4 Financial Best Practices for Year End 2023

If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches… plus a thoughtful reflection on how to make the most of the remaining year.  

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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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9 Steps to Regaining Confidence in Your Financial Future, Both During and After Divorce.

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9 Steps to Regaining Confidence in Your Financial Future, Both During and After Divorce.

Divorce is one of the most difficult life transitions to navigate — and for those who did not handle the finances in their marriage, it can be difficult know where to begin.

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Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

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Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

Is rising inflation souring your financial plans? Outside of your core portfolio, there is a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about U.S. Series I Saving Bonds (“I Bonds”).

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Healing What Hurts: The Essential Role of a Financial Therapist

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Healing What Hurts: The Essential Role of a Financial Therapist

As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. However sometimes, we uncover bigger pain points we need to move past before we can move on.

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Six Financial Best Practices for Year-End 2021

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Six Financial Best Practices for Year-End 2021

Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books.

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