Aspire Planning Associates

September 24, 2020

Financial Planning, Retirement Planning, Investments

What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

Aspire Planning Associates

September 24, 2020

Financial Planning, Retirement Planning, Investments

What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals. Read More >

Evor Vattuone

July 27, 2020

Retirement Planning

Getting Real with Your Retirement Planning: Understanding Sequence Risk

Evor Vattuone

July 27, 2020

Retirement Planning

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.

Lloyd Yamada, CFP®

April 3, 2018

Financial Planning, Investments, Retirement Planning

The Philosophy of Fees

Lloyd Yamada, CFP®

April 3, 2018

Financial Planning, Investments, Retirement Planning

When working with a financial advisor, don’t just ask how much you will pay in fees. Make sure you know how the fees are determined.

Evor C. Vattuone, CFP®

February 27, 2018

Retirement Planning

Retiring and Living Internationally

Evor C. Vattuone, CFP®

February 27, 2018

Retirement Planning

Dreaming of an expat retirement? Here are some benefits of life abroad that you may want to consider.

Evor C. Vattuone, CFP®

November 1, 2017

Retirement Planning

The Dream of Retirement

Evor C. Vattuone, CFP®

November 1, 2017

Retirement Planning

Retirement can be a tough transition, especially for couples who haven’t taken the time to plan for it together.

Aspire Planning Associates

August 22, 2017

Retirement Planning

Tax Planning for Retirement, Part 3: What Is Taxable Income? A Reminder

Aspire Planning Associates

August 22, 2017

Retirement Planning

Tax Planning for Retirement, Part 3: What Is Taxable Income? A Reminder

In Part 3, I will close the series by discussing common misunderstandings that clients have about income and taxes after retirement. I want to focus on these three points:

Lloyd Yamada, CFP®

August 8, 2017

Retirement Planning

In Your Best Interest: The New Department of Labor Rule and Its Impact on You

Lloyd Yamada, CFP®

August 8, 2017

Retirement Planning

In Your Best Interest: The New Department of Labor Rule and Its Impact on You

There has been a lot of discussion and even angst within the financial services community regarding the relationship between ourselves and our clients. In some instances, this discussion has reached the consumer press outlets, including major newspapers and magazines.

Aspire Planning Associates

July 18, 2017

Retirement Planning, Taxes

Tax Planning for Retirement, Part 2: Understanding Taxation During Retirement

Aspire Planning Associates

July 18, 2017

Retirement Planning, Taxes

Tax Planning for Retirement, Part 2: Understanding Taxation During Retirement

This is the second article in a three-part tax series I started last month. The purpose of Part 2 is to explain key tax planning concepts that I have shared with clients who are preparing for or entering retirement.

Aspire Planning Associates

June 20, 2017

Retirement Planning, Taxes

Tax Planning for Retirement, Part 1: The Golden Decade of Tax Planning Opportunity

Aspire Planning Associates

June 20, 2017

Retirement Planning, Taxes

Tax Planning for Retirement, Part 1: The Golden Decade of Tax Planning Opportunity

I will be posting a three-part series over the coming months about how Aspire Planning Associates does tax planning for our clients leading up to and including early retirement. The three parts will be: