EnvisionVest

is a great opportunity to learn how to give money more wisely and be more . Check out my latest blog post on Maximizing and .

Maximize Generosity AND Minimize Taxes Ah, . The day where your inbox fills up with heartfelt appeals and your heartstrings get tugged tighter than the lid on a jar of cranberry sauce. But let’s face it—when it comes to charitable giving, generosity feels even better when it’s paired with smart tax planning.Giving is ...

How do you protect your greatest producing ? Yup, it's you!

Disability Insurance & Income Protection How do you protect your greatest income producing asset? Disability insurance can protect your income.

Want to be more effective with your money saving strategy? Check out my post on a special type of account and You can fund more than a traditional IRA, SEP, SIMPLE and have lots of control.

Retirement saving plans for independent entrepreneurs SOLO 401k and SOLO Cash Balance Retirement Plan for Self Employed Professionals with max contribution limits for 2023.

on Check out my blog post on money and mental health issues. Money is one of the top issues on peoples mind.

Money is a top cause of stress for many Americans. Financial Matters may overwhelm you. Money is the top cause of stress for many Americans, as conducted by The Harris Poll (Oct 2022) for the American Psychological Association. What is on your mind may overwhelm you, especially financial matters. Our lives revolve around what money can do for us. Money is a tool or resource. It isn’t...