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-wise investing

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Strategic Wealth Management - Part 2: Transitions and Taxes

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Strategic Wealth Management - Part 2: Transitions and Taxes

When you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you manage for this challenge? It helps to identify which trades can be placed promptly, and which may be better managed over time.

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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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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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