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

estate planning

The Hidden Tax Risks of Naming a Trust as Your Retirement Account Beneficiary

The Hidden Tax Risks of Naming a Trust as Your Retirement Account Beneficiary

When planning your estate, it’s crucial to determine the best way to pass on your retirement assets, such as IRAs or 401(k)s, to your beneficiaries. Understanding your options and the benefits, risks, and tax implications of each is essential for making an informed decision. Read More >

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8-Steps to Help You Prepare for a Personal Health Crisis

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8-Steps to Help You Prepare for a Personal Health Crisis

Making critical financial or health care choices now, can ensure you and your loved ones know what to do and when, and have essential information when it’s needed most. Read More >

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