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EmVision Capital Advisors Blog

Navigating 2024: Market Insights for Savvy Investors
Navigating 2024: Market Insights for Savvy Investors

The first quarter of 2024 is drawing to a close, and amidst the buzz of the upcoming election, three key topics have been dominating headlines: the slowing of economic growth, inflation and interest rates.For investors, it's crucial to reflect on...
Questions to Explore Before Meeting with Your Estate Planning Attorney
Questions to Explore Before Meeting with Your Estate Planning Attorney

Are you ready to take control of your estate planning? It’s never too early or too late, and your attorney can guide you through the process. To ensure your estate plan reflects your goals, be prepared to provide important information upfront and...
Charitable Giving: What To Do Before You Donate
Charitable Giving: What To Do Before You Donate

Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate and whether its...
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...
Financial Aid Myths Debunked
Financial Aid Myths Debunked

The purpose of financial aid is to help bridge the gap between the cost of attending college and the amount that students and their parents can afford to pay. Unfortunately, many students forgo applying for financial aid because they assume they...
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%...
Unsure When to Claim Social Security? Timing Has Its Benefits
Unsure When to Claim Social Security? Timing Has Its Benefits

For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in the matter—and timing is everything. The longer you...
Help Your Kids Get a Head Start on Saving with a Roth IRA
Help Your Kids Get a Head Start on Saving with a Roth IRA

Contributing to a Roth Individual Retirement Account (IRA) is an extremely efficient way to save for retirement. The sooner you start contributing, the greater the opportunity for your savings to accumulate tax-free over time. Wouldn’t it be great...
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...

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