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EmVision Capital Advisors Blog

Streamlining Your Tax Filing: A Guide to Organization Organization
Streamlining Your Tax Filing: A Guide to Organization

Preparing to file your taxes can be stressful, even if your situation is relatively straightforward. The key to relieving any anxieties is getting organized.This is a smart tax planning strategy that will lay thegroundworkforeasyaccesstopastrecords.
The 5 Stages of Retirement
The 5 Stages of Retirement

Retirement is a life-changing event. After spending years looking forward to it, many people aren’t sure what to do with themselves when it finally arrives. Without the everyday routine and social outlet that work provides, it’s easy to feel a...
Strategic Insights: Navigating the Pitfalls of Excess Cash

Investors took advantage of higher interest rates in the aftermath of 2022’s bear market. Assets in money market funds soared to nearly $6 trillion at the end of 2023. For investors, cash became a great place to park savings and earn roughly 5%...
Secure Your Future Together: Financial Planning for Unmarried Couples
Secure Your Future Together: Financial Planning for Unmarried Couples

No one likes to think about death, disability, or a breakup. However, planning for the unexpected can help alleviate many potential problems, particularly for unmarried couples. Although some states have begun to offer committed unmarried couples...
Social Security Claiming Strategies: A Guide for Widows and Widowers
Social Security Claiming Strategies: A Guide for Widows and Widowers

If you are widowed, you have some decisions to make when it comes to claiming social security benefits. You may be eligible to claim benefits based upon either your own earnings record or that of your deceased spouse. To qualify for survivor...
What to Do if You Don't Need Your RMD
What to Do if You Don't Need Your RMD

As we approach the end of 2023, it is time to start thinking about what to do with your required minimum distributions (RMDs) that you don’t need for living expenses.
The Fed’s Interest Rate Hiking Cycle and Shifting Inflation
The Fed’s Interest Rate Hiking Cycle and Shifting Inflation

The world of economics reveals an inherent lack of precision. As the Federal Reserve navigates the intricate terrain of monetary policy, its pursuit of price stability and full employment encounters the elusive concept of "long and variable lags."...
Choosing Your Executor or Trustee

Your estate plan isn’t complete until you appoint someone to carry out your wishes. Your choice of executor (sometimes called a personal representative) or trustee is important. Before selecting an obvious choice, such as a spouse or child, consider...
This year a foursome from the EmVision team scored a big win coming in at second place!
EmVision Team Tees Off to Raise Funds to Support Believe in Dreams’ Mission

The EmVision Capital Advisors’ team recently participated in the Believe in Dreams’ 8th Annual Golf Outing at Barrington Golf Club in Aurora by sponsoring a foursome. The team teed off at 8:30 a.m. with 116 other supporters of this local nonprofit.

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