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.

real estate

Aspire Planning Associates

September 17, 2024

Unlocking the Potential of Home Equity and Investment Property in Retirement

Aspire Planning Associates

September 17, 2024

Unlocking the Potential of Home Equity and Investment Property in Retirement

For many retirees, home equity represents one of their most valuable financial assets. Tapping into this wealth efficiently can provide liquidity, supplement income, and help fund lifestyle changes, including relocation. Read More >

Aspire Planning Associates

July 17, 2024

Rent Smart: Leveraging QBI to Reduce Your Taxes

Aspire Planning Associates

July 17, 2024

Rent Smart: Leveraging QBI to Reduce Your Taxes

In this article, we explore how eligible rental property owners can benefit from the Qualified Business Income (QBI) deduction, which allows them to deduct up to 20% of their rental income. Discover the specific criteria to determine if you can take advantage of this valuable tax-saving opportunity. Read More >

SUBSCRIBE TO OUR MONTHLY NEWSLETTER