Tax season is almost over and, in the middle of the month, millions of Americans will be paying their tax bills or receiving refunds. In the world of finance and investing, the concept of diversification…
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Are Financial Advisors Worth It?
Is hiring a financial advisor worth it? As a current client, you know firsthand that hiring a financial advisor can be an intimidating prospect. But you also understand what a beneficial relationship you can have…
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What Are You Teaching Your Kids About Money?
You know your children have a lot to learn. But out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should be near the…
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How to Align Your Personal Values With Your Financial Goals
While money may not buy happiness, there’s no denying it can give you more opportunities. Maybe you want to increase your charitable contributions or focus on socially responsible investing. No matter the goal, you can…
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As a Commercial Real Estate Broker, Are You Ignoring Your Retirement Plan?
As a commercial real estate broker, you likely enjoy certain perks, such as high earning potential and being your own boss. Like most of our clients, you probably want to retire earlier than is typical,…
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How to Transfer Wealth to the Next Generation
Have you ever thought about the legacy you will leave? While your legacy can mean many things, in the financial planning world, this refers to the assets and wealth you will transfer to the next…
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Tax-Efficient Strategies for Giving to Charity
With all that has happened in the world over the last two years, now is a great time to use your wealth to benefit people, charities, and causes you are passionate about, leaving a meaningful…
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Why I Call Myself Your Personal CFO
At Envision Wealth Partners, we serve as a personal CFO for successful families and commercial real estate executives and brokers. Just as every successful corporation has a Chief Financial Officer operating in the background, successful…
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How Commercial Real Estate Brokers Can Prepare for a Market Downturn
Many will say that the best way to handle a market downturn is to reign in your spending, hunker down, and wait it out. While that advice is effective in the right time and context,…
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Alternative Investments for Commercial Real Estate Brokers
When most people think of investments, they think stocks and bonds. But there is a whole world of investments out there beyond the conventional asset classes. As a commercial real estate broker, you have some…
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