August 21, 2025

Aspire Planning Associates

Summer Check-In: 11 Smart Ways to Keep Your ...

As summer winds down, it’s a good time to step back and review your finances. Whether you need to recalibrate your budget, check progress on savings goals, or plan ahead for fall and year-end, this 11-point checklist can help you stay on track. Read More >

Summer Check-In: 11 Smart Ways to Keep Your Finances on Track

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.

Lending Money to Family and Friends: Two Factors to Consider

Evor C. Vattuone, CFP®

August 9, 2018

Where Are We in the Stock Market Cycle?

Evor C. Vattuone, CFP®

August 9, 2018

Where Are We in the Stock Market Cycle?

Here are some quick facts that may argue against the notion that this stock market is too highly priced.

Lloyd Yamada, CFP®

July 17, 2018

Sunk Cost Syndrome: When the Past Threatens Smart Decision-Making

Lloyd Yamada, CFP®

July 17, 2018

Sunk Cost Syndrome: When the Past Threatens Smart Decision-Making

We can all fall prey to feelings that we’ve wasted our money, making sound decision-making impossible. When sunk cost syndrome comes calling, consider the help of an objective third party.

Aspire Planning Associates

June 29, 2018

Embrace Your Inner Tax Nerd: Key Insights from the Tax Planning Super Seminar

Aspire Planning Associates

June 29, 2018

Embrace Your Inner Tax Nerd: Key Insights from the Tax Planning Super Seminar

Does three full days of tax seminars sound like heaven? Embrace your inner tax nerd and learn about these “aha” tax planning moments.

Lloyd Yamada, CFP®

June 12, 2018

Limiting Beliefs: Why What We Believe Can Hurt Us

Lloyd Yamada, CFP®

June 12, 2018

Limiting Beliefs: Why What We Believe Can Hurt Us

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

What to Consider When Buying Auto Insurance for Your Teen Driver

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

Lending Money to Family and Friends: Two Factors to Consider

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 Great Way to Make Charitable Contributions: Use a Donor-Advised Fund

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

Raising Healthy Children

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

The Philosophy of Fees

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

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

Retiring and Living Internationally

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

Budgeting and a Review of a Great Book

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

My Favorite Things

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

Planning in the Face of Uncertainty

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

Sharing Our Thoughts on 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

The First Step: The Journey of 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.