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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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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Directing Your Own Financial Destiny
4min read Do you feel “in charge” of your financial life? Or do you feel you are being swept along by a set of circumstances that are beyond your control? Do you take responsibility for…
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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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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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