EmVision Capital Advisors Blog

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals...

The Need for Regular Retirement Plan Maintenance

Looking after your retirement plan is a balancing act. Even the most comprehensive strategy needs regular maintenance to continue heading in the right direction.

The Medicare Advantage Do-Over: What You Need to Know for Open Enrollment

We’ve all made decisions we wish we could change. If you enrolled in Medicare Part C, also known as Medicare Advantage, during the annual fall open enrollment and now doubt whether it’s the right health insurance for you, you may have the...

Tax-Smart Planning Strategies

Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to evaluate some effective strategies that could help reduce your current and future taxes. Tax...

529 Plans: Qualified and Nonqualified Expenses

You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with afamilymember’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the...

Your 401(k) Is Not an ATM: 6 Things to Consider Before Taking a Loan from Your Retirement Plan

If you are considering taking a loan from your retirement plan to bridge a financial gap, pause for a minute. This is a major decision that should not be made lightly, as there are consequences that could affect your ability to fund your future...

Countdown to Retirement

There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. The checklists below are designed to help you stay on track for the retirement you envision.

Don’t Incur the Roth of the Taxman

SAVING for retirement – you know you have to do it but where do you start? Pile your spare cash under the mattress or forget about it in a savings account? Neither – the good news is the government want us to save for retirement so there is help...

Paying For Your Retirement

CLOCKING off for the last time, my grandfather described his retirement day as the best day’s work he ever did. Two decades of retirement with my nan followed, enjoying their home, family, a few holidays on the beach in Spain and tending his...

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