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
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When To Invest Versus When To Hold Back

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When To Invest Versus When To Hold Back

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.

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Six Financial Best Practices for Year-End 2021

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Six Financial Best Practices for Year-End 2021

Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books.

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It’s Time to Get Reacquainted with Survivorship Life Insurance

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It’s Time to Get Reacquainted with Survivorship Life Insurance

With the $3.5 trillion dollar infrastructure bill facing a reconciliation vote, high income earners and the ultra wealthy are clearly in the crosshairs of tax hikes, putting the need for estate liquidity back on the forefront of transfer tax planning. Read More >

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Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques

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Tax Planning in Turbulent Times - Part 2: Tax-Wise Investment Techniques

Your tax-planning techniques matter at least as much as the tools. They’re also more enduring—especially if you combine them into a unified strategy across your varied financial interests.

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor.

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Is Relocating in Retirement Right for You?

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Is Relocating in Retirement Right for You?

Moving is a big decision during any stage of life, but there are important considerations to keep in mind if you’re thinking about picking up and starting new in retirement. Ask yourself these questions to help clarify if relocating is the right move for you.

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8-Steps to Help You Prepare for a Personal Health Crisis

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8-Steps to Help You Prepare for a Personal Health Crisis

Making critical financial or health care choices now, can ensure you and your loved ones know what to do and when, and have essential information when it’s needed most. Read More >

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