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.

Long Term Care Planning

Aspire Planning Associates

January 29, 2026

Planning for Long-Term Care in 2026

Aspire Planning Associates

January 29, 2026

Long-term care planning can shape both your care options and your legacy. Here’s what California families should know about Medi-Cal, Medicare, and private strategies in 2026. Read More >

Aspire Planning Associates

March 26, 2025

The Importance of Long-Term Care Planning

Aspire Planning Associates

March 26, 2025

The Importance of Long-Term Care Planning

With long-term care costs climbing in California, planning ahead is essential. This article covers key Medi-Cal eligibility rules and recovery policies, plus private strategies for those who exceed Medi-Cal limits or want to preserve assets. Read More >