If you’ve been working hard, carving out a successful career, and building wealth the old-fashioned way, talk of investing in cryptocurrency probably raises some red flags. The volatility, regulatory uncertainty, and stories of hacked exchanges…
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Donor Advised Funds: What to Know Ahead of 2026 Tax Law Changes
For years, the rules around charitable giving have held steady. But starting in 2025, upcoming tax code changes could impact not just how much you give—but also when and how you give. If you’re…
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Q&A: Smart Ways Business Owners Can Save for Their Children
Q. I’ve heard there are ways I can use my business to start saving for my kids. What is the best way to do this? A. That’s smart thinking! It takes true entrepreneurial spirit…
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How to Choose the Right Financial Advisor for Your Future
Not all financial advisors are created equal, and choosing the wrong one can cost you more than just money. From investment guidance to tax strategies and retirement planning, the right advisor becomes a long-term…
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How to Support Aging Parents Without Derailing Your Retirement
You’re working hard, saving for retirement, and maybe even helping your kids launch—but now your parents need help, too. For many couples in their forties and fifties, the financial squeeze is real. It’s a…
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What Trump’s First 100 Days Mean for Your Wealth, Taxes, and Plans Ahead
President Trump’s return to the White House has certainly stirred the waters, with fast-moving executive actions, shifting tax policy, and market volatility making waves across the financial landscape. If you’re a high-income earner, business…
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Is a Black Swan Event on the Horizon? Preparing for the Unpredictable in Your Financial Plan
Imagine waking up to headlines of a market plunge. Your portfolio drops overnight, and suddenly, years of steady progress feel uncertain. It’s the kind of moment that catches even experienced investors off guard. These…
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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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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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