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

retirement

What’s in the SECURE 2.0 Act?

What’s in the SECURE 2.0 Act?

The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. However, SECURE 2.0 has added far more motivational carrots than punishing sticks. Here is our run down.

When Should You Take Your Social Security?

When Should You Take Your Social Security?

The “right” answer to this common query remains as elusive as ever. It depends on a wide array of personal variables, how Congress acts, and how the unknowable future plays out. No wonder many families find themselves in a quandary when it comes to taking their Social Security benefits. Let’s take a closer look at how to find the right balance for you.

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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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Is Relocating in Retirement Right for You?

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Is Relocating in Retirement Right for You?

Moving is a big decision during any stage of life, but there are important considerations to keep in mind if you’re thinking about picking up and starting new in retirement. Ask yourself these questions to help clarify if relocating is the right move for you.

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