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Aspire Planning Associates

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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®
February 14, 2019

Just What Does Asset Allocation Mean Anyway?

Evor C. Vattuone, CFP®
February 14, 2019
Just What Does Asset Allocation Mean Anyway?

You’ve probably heard of asset allocation and how it’s a strategy for long-term returns. But just what does asset allocation mean?

Evor C. Vattuone, CFP®
January 8, 2019

Pet Insurance: To Buy or Not to Buy

Evor C. Vattuone, CFP®
January 8, 2019
Pet Insurance: To Buy or Not to Buy

Are you considering insurance for a furry family member? Before you buy pet insurance, consider these points.

Evor C. Vattuone, CFP®
January 3, 2019

6 Financial Best Practices for the Year Ahead

Evor C. Vattuone, CFP®
January 3, 2019
6 Financial Best Practices for the Year Ahead

New year, new resolutions. Here are six financial best practices (plus a bonus) for 2019.

Evor C. Vattuone, CFP®
December 20, 2018

How to Make the Most of Holiday Giving

Evor C. Vattuone, CFP®
December 20, 2018
  How to Make the Most of Holiday Giving

There’s a term that applies to many holiday gifts—deadweight loss, or the wrong gift to the wrong person. Here are some tips to make the most of giving.

Aspire Planning Associates
December 6, 2018

Why Should You Diversify?

Aspire Planning Associates
December 6, 2018
Why Should You Diversify?

An approach to equity investing that uses the global opportunity set available to investors can provide diversification benefits as well as potentially higher expected returns.

Evor C. Vattuone, CFP®
November 26, 2018

Moving After You Retire

Evor C. Vattuone, CFP®
November 26, 2018
Moving After You Retire

Don’t be hasty when moving in retirement. Here are some questions to ask yourself when considering a move.

Evor C. Vattuone, CFP®
October 30, 2018

A Question of Equilibrium: Insights from Dimensional Fund Advisors

Evor C. Vattuone, CFP®
October 30, 2018
A Question of Equilibrium: Insights from Dimensional Fund Advisors

Rest assured that even when prices are falling, people are still buying. The market is doing its job, and we believe the rewards will be there if you remain disciplined.

Aspire Planning Associates
October 15, 2018

A Letter from the Aspire Team: What’s Next for Investment Markets?

Aspire Planning Associates
October 15, 2018
A Letter from the Aspire Team: What’s Next for Investment Markets?

Will stock prices continue to tumble, or will they will regain their footing? We can help you through current conditions, whatever they may be.

Evor C. Vattuone, CFP®
October 9, 2018

Quarterly Letter—Q3 2018

Evor C. Vattuone, CFP®
October 9, 2018
Quarterly Letter—Q3 2018

Your investment plans aren’t there to eliminate uncertainty. They’re there to counter the temptation to succumb to it.

Evor C. Vattuone, CFP®
October 3, 2018

Protecting Your Child's Identity

Evor C. Vattuone, CFP®
October 3, 2018
Protecting Your Child's Identity

Identity thieves would love to get your kids’ Social Security numbers. Here’s how to help protect your children against identity theft. Read More >

Tagged: sg

Evor C. Vattuone, CFP®
September 27, 2018

Financial and Identity Theft: Key Steps to Educate and Protect Yourself

Evor C. Vattuone, CFP®
September 27, 2018
Financial and Identity Theft: Key Steps to Educate and Protect Yourself

Fraudsters and thieves are ready to steal your identity and your money. Here’s how to stop them.

Evor C. Vattuone, CFP®
September 6, 2018

Why Dining Out Can Delay Your Retirement

Evor C. Vattuone, CFP®
September 6, 2018
Why Dining Out Can Delay Your Retirement

Dining out consumes about 50% of the average American’s food budget. Here are some ideas to eat well and spend less.

Evor C. Vattuone, CFP®
September 4, 2018

Food for Thought: Reducing the Risk of Investment Black Swans

Evor C. Vattuone, CFP®
September 4, 2018
Food for Thought: Reducing the Risk of Investment Black Swans

We take a look at a new book offering interesting ideas on reducing the risk of investment black swans.

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.

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Disclosures: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Aspire Planning Associates (CRD# 282179) is registered investment advisor with the Securities & Exchange Commission ("SEC").  Registration of an investment advisor does not imply any specific level of skill or training.


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