Evor C. Vattuone, CFP®

March 26, 2018

Investments, Real Estate

Being a Successful Landlord: 10 Rules for Rental Property Managers and Owners

Evor C. Vattuone, CFP®

March 26, 2018

Investments, Real Estate

Being a Successful Landlord: 10 Rules for Rental Property Managers and Owners

What do you need to know to be a successful landlord? Here are 10 rules to help make your rental property profitable.

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.

Mira Ma, CFP®, RFC®

February 20, 2018

Budgeting, Taxes

Give Your Budget a Checkup During Tax Season

Mira Ma, CFP®, RFC®

February 20, 2018

Budgeting, Taxes

Give Your Budget a Checkup During Tax Season

Tax time can provide an excellent opportunity to give your budget a checkup. Here are six steps to gain control over your money.

Aspire Planning Associates

February 13, 2018

Financial Planning, Investments, Strategic Thinking & Life

Planning in the Face of Uncertainty—Part 2

Aspire Planning Associates

February 13, 2018

Financial Planning, Investments, Strategic Thinking & Life

Planning in the Face of Uncertainty—Part 2

When markets plummet, your financial planner’s most important job may very well be to help you name and deal with your fear.

Aspire Planning Associates

February 6, 2018

Investments

Some Thoughts on This Week’s Stock Market Roller Coaster

Aspire Planning Associates

February 6, 2018

Investments

Some Thoughts on This Week’s Stock Market Roller Coaster

It can be unnerving when stock markets fall. We offer some perspective from a colleague.

Evor C. Vattuone, CFP®

January 30, 2018

Book Review, Budgeting

Budgeting and a Review of a Great Book

Evor C. Vattuone, CFP®

January 30, 2018

Book Review, Budgeting

You cannot have one thing without sacrificing another—a concept that can transform our spending decisions.

Lloyd Yamada, CFP®

January 16, 2018

Strategic Thinking & Life

My Favorite Things

Lloyd Yamada, CFP®

January 16, 2018

Strategic Thinking & Life

Remembering the things most important to us can lead to discovering aspirations that we can incorporate into our financial plans.

Aspire Planning Associates

January 9, 2018

Strategic Thinking & Life

Planning in the Face of Uncertainty

Aspire Planning Associates

January 9, 2018

Strategic Thinking & Life

In time of uncertainty, how are we supposed to make decisions? See how you can adapt the process we use at Aspire.

Mira Ma, CFP®, RFC®

January 3, 2018

Real Estate

Sharing Our Thoughts on Real Estate

Mira Ma, CFP®, RFC®

January 3, 2018

Real Estate

We were honored to give our perspective on the podcast show “Anything & Everything Real Estate” hosted by Joe Cucchiara.

Evor C. Vattuone, CFP®

December 12, 2017

Taxes

The Changing Tax Rules and What You Can Do Now

Evor C. Vattuone, CFP®

December 12, 2017

Taxes

The Changing Tax Rules and What You Can Do Now

With the Tax Cuts and Job Acts almost certain, you can take steps now to help ease the tax bite next year.

Lloyd Yamada, CFP®

December 4, 2017

Financial Planning

The First Step: The Journey of Financial Planning

Lloyd Yamada, CFP®

December 4, 2017

Financial Planning

What is financial planning? It’s less of a plan and more of a journey, and taking that first step can be difficult but ultimately rewarding.

Mira Ma, CFP®, RFC®

November 28, 2017

Insurance

Do You Need Condo Insurance?

Mira Ma, CFP®, RFC®

November 28, 2017

Insurance

Buying a condo brings different responsibilities than buying a home. Here is what you need to know when buying condo insurance.

Aspire Planning Associates

November 14, 2017

Financial Planning

What I Learned at The Gathering

Aspire Planning Associates

November 14, 2017

Financial Planning

At The Gathering, a discussion of financial “groan zones” and possibilities to help people explore what they have not yet thought about.

Evor C. Vattuone, CFP®

November 7, 2017

Financial Planning

The Client 1 Method: Why Market Predictions Can Derail Your Portfolio

Evor C. Vattuone, CFP®

November 7, 2017

Financial Planning

The Client 1 Method: Why Market Predictions Can Derail Your Portfolio

Almost all of us try to predict the market, but predictions will go wrong more often than right. That’s why we should follow the “Client 1 method.”

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

October 17, 2017

Financial Planning

What Really Drives Our Financial Decisions?

Aspire Planning Associates

October 17, 2017

Financial Planning

What Really Drives Our Financial Decisions?

We may think our decisions are rational, but they’re not. Fortunately, they can be predictably irrational.

Evor C. Vattuone, CFP®

October 10, 2017

Investments

Are These 4 Behavioral Biases Hurting Your Investment Decisions?

Evor C. Vattuone, CFP®

October 10, 2017

Investments

Are These 4 Behavioral Biases Hurting Your Investment Decisions?

We are all influenced by behavioral biases. Those biases can keep us safe; but when it comes to investing, they can lead to poor decisions.

Aspire Planning Associates

October 10, 2017

Quarterly Market Review

Quarterly Market Review - Third Quarter 2017

Aspire Planning Associates

October 10, 2017

Quarterly Market Review

Below is our Quarterly Market Review that's heavily focused on returns of assets and markers around the globe. Our QMR is full of very interesting information and equally compelling ideas about investing your money.

Lloyd Yamada, CFP®

October 5, 2017

News

A Beacon of Light to White Ashes

Lloyd Yamada, CFP®

October 5, 2017

News

Today I learned that a daughter of a friend was killed in Las Vegas. I had not met nor had known her daughter but when she told me about the tragedy I was stunned. I did not know what to say or how to feel at that moment, I was numb.

Aspire Planning Associates

October 4, 2017

News

We're Expanding! New Locations in Walnut Creek and Pleasanton

Aspire Planning Associates

October 4, 2017

News

We're Expanding! New Locations in Walnut Creek and Pleasanton

We are excited to announce our latest expansion. Come October 20, we'll have a new site for our Walnut Creek office. In addition, we’re excited to announce that we also have meeting locations in Pleasanton and Danville should these locations be more convenient for you!