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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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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Client Profile: How We Helped a Commercial Real Estate Executive Retire Early
At Envision Wealth Planners, our goal is to help our clients retire and enjoy their golden years the way they want to. As hardworking commercial real estate executives, our clients often come to us with a…
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Solo 401(k) vs. SEP IRA: Which Is Right for Your LLC?
As a self-employed individual or successful business owner, you’ve got a lot on your plate. Thinking about the nuances of retirement accounts probably isn’t the first thing on your mind. Regardless of how well your…
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What Should You Do About Inflation and Stock Market Volatility?
After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s intraday market dip put the S&P 500 down…
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$1 Million Isn’t What it Used to Be: Debunking the Million-Dollar Myth
Does anyone remember the days when $.86 bought a gallon of gas? (1) Or when a new home cost about $96,000? (2) Those were the same days that $1 million could buy you anything and everything, and…
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We Are Here for Your Friends and Family This Holiday Season
Life, even in normal times, is full of change. Then we have a wild year like the one we just walked through and it’s hard to remember what the world was like pre-2020. Thankfully, you…
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