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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...
Don’t Incur the Roth of the Taxman
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...
What Do We Do Now? A Strategic Response to the Stock Market Tumble
What Do We Do Now? A Strategic Response to the Stock Market Tumble

Many of the discussions around the market decline so far this year have revolved around two issues: why is it happening and how far will it go? Most people look at the market as an independent entity, trying to second-guess how it will act in the...
Paying For Your Retirement
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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