Reaching a certain financial status opens up a world of investment opportunities—but it also introduces new complexities. For high-earning professionals considering private investments for the first time, one of the most common questions is:…
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Every Business Owner Should Know About These 8 Tax Write-Offs
When you understand the rules, you gain more control over the outcomes, and taxes are no different. At your level, financial decisions are about more than short-term savings; they’re about alignment, efficiency, and long-term…
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Private Market Investing: A Smart Diversification Strategy for High Earners
You’ve worked hard and made smart decisions to get where you are. Now, you’re in a strong position to consider early retirement, without compromising your lifestyle or long-term financial goals. Still, even with this…
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Tariffs, Turbulence, and Your Investments: How to Keep a Clear Head
Lately, it feels like every market headline sparks a new wave of uncertainty. For investors, that can be exhausting—and make even the most seasoned feel a bit shaken. News of tariffs and trade tensions…
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Five Key Principles of Happy Money
If you think money can’t buy happiness, you’re not spending it right! At least, that is the conclusion of researchers Elizabeth Dunn (University of British Columbia) and Michael Norton (Harvard), two rising stars in…
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Tax-Efficient Strategies for Giving to Charity
Americans gave over $557 billion charitable dollars in 2023. The giving season is now upon us and now is a great time to use your wealth to benefit people, charities, and causes you are…
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What We Do at Envision Wealth Planners
At Envision Wealth Planners, we know you have dreams about your future—about how you want to spend your time and how you want to live a life that is fulfilling and meaningful. But how do…
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Life Insurance: Protecting Loved Ones and Leaving a Legacy
2min Read September is Financial Awareness Month. With unique financial circumstances and responsibilities, high-net-worth families must take strategic steps to maintain financial security for their loved ones and the continuation of their wealth. Let’s explore…
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Investing in Private Equity and Alternative Assets
3 min read Investing in private equity and alternative assets can be a game-changer for high-income families. This practice can offer unique opportunities for portfolio diversification, wealth preservation, and long-term growth; but understanding the nuances…
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Fee-Only Fiduciary Benefits
It’s always the goal to make your money work as hard for you as you’ve worked to earn it, but developing strategies and tools to do that can be both daunting and time-consuming. Most of…
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