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

tax planning

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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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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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