Lloyd Yamada, CFP® June 12, 2018 Limiting Beliefs: Why What We Believe Can Hurt Us Lloyd Yamada, CFP® June 12, 2018 We aren’t just guided by our education and abilities. Our beliefs can have a huge impact. If your beliefs are limiting, then you may miss out on opportunity.
Mira Ma, CFP®, RFC® May 30, 2018 What to Consider When Buying Auto Insurance for Your Teen Driver Mira Ma, CFP®, RFC® May 30, 2018 Your teen may be excited about their new driver’s license, but you may find the experience expensive. Here are points when shopping for car insurance.
Evor C. Vattuone, CFP® May 24, 2018 Lending Money to Family and Friends: Two Factors to Consider Evor C. Vattuone, CFP® May 24, 2018 When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.
Evor C. Vattuone, CFP® April 24, 2018 A Great Way to Make Charitable Contributions: Use a Donor-Advised Fund Evor C. Vattuone, CFP® April 24, 2018 A donor-advised fund can provide you flexibility in giving to charity while helping you control your taxes.
Mira Ma, CFP®, RFC® April 10, 2018 Strategic Thinking & Life Raising Healthy Children Mira Ma, CFP®, RFC® April 10, 2018 Strategic Thinking & Life One of the greatest gifts you can give your children is a healthy lifestyle. Here are ideas to get started.
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® 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 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 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 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 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 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 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.”
