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EmVision Capital Advisors Blog

Your 401(k) Is Not an ATM: 6 Things to Consider Before Taking a Loan from Your Retirement Plan
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...
Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings
Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One strategy, made possible beginning in...
2022 Midyear Update: Slowing, But Growing
2022 Midyear Update: Slowing, But Growing

As we enter the second half of the year, the outlook might appear grim at first glance. Covid-19 continues to spread, both here and worldwide.Inflation remains close to 40-year highs, and the Federal Reserve (Fed) is tightening monetary policy to...
End-of-Life Planning Checklist
End-of-Life Planning Checklist

To ensure that your wishes are carried out after your death, end-of-life planning is essential. But when it comes to organizing your personal and financial affairs, it can be difficult to know where to start. The following checklists are designed to...
So You Want to Buy a Vacation Home . . .
So You Want to Buy a Vacation Home . . .

As the weather warms up, many people are thinking about summer plans—and possibly dreaming of buying a vacation home. Although the idea of having a permanent “home away from home” may sound appealing, purchasing a vacation property isn’t something...
Unique Focus on Advisor Success and Succession Keeps EmVision’s Sights Set on Growth
Unique Focus on Advisor Success and Succession Keeps EmVision’s Sights Set on Growth

With a new partner and preparations for future acquisitions and partnerships, it’s clear that EmVision Capital Advisors’ growth strategy is distinctly different from other financial management firms. Instead of seeking new clients directly, EmVision...
Countdown to Retirement
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.
Emergency Funds: Preparing for the Unexpected
Emergency Funds: Preparing for the Unexpected

Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost your job, how long would you be able to...
New Department of Labor Laws Offer You Significant Protection
New Department of Labor Laws Offer You Significant Protection

Used car salespeople – you want to trust the smile and the handshake, and the car looks great. But was it really owned by one careful spinster who only ever drove to church and the store, or has it been carefully patched up to hide the traces of...

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