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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
Aspire Planning Associates
May 8, 2019

The Uncommon Average

Aspire Planning Associates
May 8, 2019
The Uncommon Average

How can investors stay focused on their long-term goals during different market environments? To start, look beyond average returns.

Evor C. Vattuone, CFP®
April 29, 2019

How to Be Financially Prepared with Rental Property

Evor C. Vattuone, CFP®
April 29, 2019
How to Be Financially Prepared with Rental Property

Rental property offers an opportunity to grow your net worth. But don’t overlook an emergency fund to protect your investment and income.

Evor C. Vattuone, CFP®
April 22, 2019

Money Management Lingo

Evor C. Vattuone, CFP®
April 22, 2019
Money Management Lingo

Financial advisors have all kinds of shoptalk for investing. Here’s a guide to the most common terms to help you understand your investments better.

Evor C. Vattuone, CFP®
March 19, 2019

Why Getting a Big Tax Refund Is a Good Thing

Evor C. Vattuone, CFP®
March 19, 2019
Why Getting a Big Tax Refund Is a Good Thing

The thinking goes that if you’re getting a tax refund, then you’ve effectively provided Uncle Sam with an interest-free loan. But is that a bad thing?

Evor C. Vattuone, CFP®
March 12, 2019

The AOTC: The Tax Credit You or Your College Student Might Be Overlooking

Evor C. Vattuone, CFP®
March 12, 2019
The AOTC: The Tax Credit You or Your College Student Might Be Overlooking

If you are a college student or the parent of one, the American Opportunity Tax Credit (AOTC) might give you not just a tax credit but a “refund.”

Evor C. Vattuone, CFP®
March 5, 2019

Getting a Mortgage After You Retire

Evor C. Vattuone, CFP®
March 5, 2019
Getting a Mortgage After You Retire

You may be wondering about your ability to obtain a mortgage after you retire. There are options—we take a look at them.

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.

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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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