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Aspire Planning Associates

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Your Experience
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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
April 1, 2020
Financial Planning

What you need to know about the $2 Trillion CARES Act, also known as the “Coronavirus Relief Package”

Aspire Planning Associates
April 1, 2020
Financial Planning
What you need to know about the $2 Trillion CARES Act, also known as the “Coronavirus Relief Package”

We want you to be aware of the $2 Trillion “Coronavirus Relief Package” provisions in order to take full advantage of the financial assistance as needed.

Tagged: covid-19, coronavirus, coronavirus stimulus payments, CARES Act, Coronavirus Relief Package

Aspire Planning Associates
March 10, 2020

Three Thoughts for Scary Markets

Aspire Planning Associates
March 10, 2020
Three Thoughts for Scary Markets

Three encouraging perspectives to help you face declining stock markets.

Aspire Planning Associates
February 7, 2020

Coronavirus, the Markets, and Your Investment Strategy

Aspire Planning Associates
February 7, 2020
Coronavirus, the Markets, and Your Investment Strategy

Worried about the impact of coronavirus on the markets? Here are three reminders why you should stick with an evidence-based investment strategy.

Laura Kimball, MBA, CPA
February 3, 2020

Your Financial Plan: Road-Mapping for Your Life

Laura Kimball, MBA, CPA
February 3, 2020
Your Financial Plan: Road-Mapping for Your Life

Financial planning can be likened to a road trip. It provides an itinerary for your destination that helps keep you on track.

Aspire Planning Associates
January 24, 2020

Three Upside-Down Investment Insights

Aspire Planning Associates
January 24, 2020
Three Upside-Down Investment Insights

The best way to achieve investment goals isn't always obvious. Here are three upside-down insights.

Evor C. Vattuone, CFP®
January 2, 2020

The SECURE Act: What It Could Mean for You

Evor C. Vattuone, CFP®
January 2, 2020
The SECURE Act: What It Could Mean for You

The SECURE Act has been signed into law. We cover the changes from RMDs to college loans so you can get a handle on what the law means for you.

Evor C. Vattuone, CFP®
December 19, 2019

6 Financial Best Practices for 2020

Evor C. Vattuone, CFP®
December 19, 2019
6 Financial Best Practices for 2020

Here are six financial best practices to help you hit the ground running in 2020.

Evor C. Vattuone, CFP®
November 25, 2019

A New Twist on Generating Rental Income

Evor C. Vattuone, CFP®
November 25, 2019
A New Twist on Generating Rental Income

If you have a room to spare, you might consider this new twist on generating rental income.

Evor C. Vattuone, CFP®
November 18, 2019

3 Steps to Protecting What’s Yours (While You’re Alive)

Evor C. Vattuone, CFP®
November 18, 2019
3 Steps to Protecting What’s Yours (While You’re Alive)

There may come a time when you cannot make critical financial or health care choices for yourself. Here’s what you should do before that happens.

Evor C. Vattuone, CFP®
November 4, 2019

16 Things You Can Do to Prepare for the Next Recession

Evor C. Vattuone, CFP®
November 4, 2019
16 Things You Can Do to Prepare for the Next Recession

You can’t predict or control a recession, but you can take the following 16 actions to add value to your financial well-being.

Aspire Planning Associates
October 15, 2019

Market Fundamentals: What Economic Indicators Say

Aspire Planning Associates
October 15, 2019
Market Fundamentals: What Economic Indicators Say

When it comes to investments, we track certain market and economic indicators. Here is where they stand.

Aspire Planning Associates
October 1, 2019

A Timely Reminder on the Perils of Market Timing

Aspire Planning Associates
October 1, 2019
A Timely Reminder on the Perils of Market Timing

You may be wondering if the stressed-out markets justify some market timing. Here are four reminders on why trying to time the market can hurt, not help.

Evor C. Vattuone, CFP®
September 23, 2019

FAFSA Advice for College-Bound Kids: Apply Sooner Rather Than Later

Evor C. Vattuone, CFP®
September 23, 2019
FAFSA Advice for College-Bound Kids: Apply Sooner Rather Than Later

Seeking financial aid for your college years? Filling out your FAFSA early could help you receive more money.

Evor C. Vattuone, CFP®
September 17, 2019

Investment Success: How to Deal with the Uncertain Future

Evor C. Vattuone, CFP®
September 17, 2019
Investment Success: How to Deal with the Uncertain Future

The future is uncertain, and so are investments—a fact that can drive emotionally based decisions. Knowing your money personality can help guide your choices.

Evor C. Vattuone, CFP®
August 20, 2019

The Power of Diversification—a Quick but Powerful Illustration

Evor C. Vattuone, CFP®
August 20, 2019
The Power of Diversification—a Quick but Powerful Illustration

The diverging paths of stocks and bonds in recent weeks illustrates the power of diversification in investment portfolios.

Evor C. Vattuone, CFP®
August 9, 2019

How Does the Fed’s Rate Decrease Affect Your Financial Well-Being?

Evor C. Vattuone, CFP®
August 9, 2019
How Does the Fed’s Rate Decrease Affect Your Financial Well-Being?

The Federal Reserve announced its first rate decrease since the 2008 economic crisis. What does that mean for you, and what can you do about it?

Evor C. Vattuone, CFP®
August 6, 2019

Market Update: An Exciting Few Days

Evor C. Vattuone, CFP®
August 6, 2019
Market Update: An Exciting Few Days

We’ve had an exciting few days, with major indexes tumbling. We look at the reasons why in this brief market update.

Evor C. Vattuone, CFP®
July 24, 2019

What Is Asset Location?

Evor C. Vattuone, CFP®
July 24, 2019
What Is Asset Location?

Here’s the scoop on asset location and how it can help boost tax efficiency in your investments.

Evor C. Vattuone, CFP®
July 12, 2019

Decisions and Distractions

Evor C. Vattuone, CFP®
July 12, 2019
Decisions and Distractions

You want to ignore distractions as you pursue your financial goals, but how do you separate noise from substance?

Evor C. Vattuone, CFP®
May 23, 2019

Market Returns: Now and During Election Years

Evor C. Vattuone, CFP®
May 23, 2019
Market Returns: Now and During Election Years

Worried what the next presidential election means for the market? We look at historical performance for election years.

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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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