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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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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4 High-Income Financial Mistakes
Like many of our clients, you’ve probably made a good living for yourself, with a steady, high income and a comfortable retirement on the horizon. That’s great! But it doesn’t mean that you’re immune to…
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Estate Planning for High-Income Families
2min Read Family and legacy are often some of the most brought up topics by my clients, but many people tend to focus only on retirement and the money it will take to get there. …
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Tax Diversification and Your Retirement
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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