Van Zandt Financial Articles

Everyone loves a good story.  But the stories we tell ourselves about our financial picture — how we frame our situation and experiences — can sometimes hold us back from enjoying our wealth.  Taking time to reflect upon how (and why) we see our finances through a particular...

If you’re like most of the people I talk to, “safety” and “security” are top of mind. In fact, it’s probably the underlying reason you work with a wealth advisor in the first place. But is safety the same as security? A lot of investors may think so. The reality is that there is...

If you've made a resolution for 2024 to be the year you take control of your financial future, but aren't really sure where to start - boy, do we have a list for you! As you look at your financial plan, here are 10 areas to consider — and when you're ready to discuss, give us a call. 1....

Happy 2024!  We have much to look forward to in this new year!  For one, the grandbaby that didn't quite hit her due date in 2023 and has decided she would keep us waiting 'til the next year to make her appearance.  Still waiting.  But we know babies don't always come when...

The holiday season is a time of joy, warmth, and generosity. However, as the days inch closer to Christmas, the temptation to overspend and succumb to the "Christmas creep" can be strong. It's all too easy to get caught up in the hustle and bustle, thinking you need just one more gift or worrying...

In today's fast-paced world, where financial decisions can significantly impact our lives, having a financial planner by your side is more valuable than ever.  Yet a surprising number of investors choose to go it alone, hung up on common misconceptions regarding financial planners. It’s...

https://wealthcare.substack.co......

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Beacon Article 01 06 22...

Charitable Giving...

Bunches of Tax Deductions...

Estate Planning Awareness Month...

16 Sep 2021 The 411 on President Biden’s “American Families Plan” in The Friday Brief by Ryan Smith, CFP®, RICP®, MSFP A little over a year ago I wrote a Brief about the tax plan Joe Biden was proposing during his campaign to be the Democrat nominee for President....

Back To School Basics Investing 101...

Parenting Rich Kids An interesting blog post on raising children.........

https://www.kiplinger.com/pers......

If you live in Idaho and are interested in learning what your Idaho tax credit is, please watch this,  ...

Its Time For Your Checkup Wcm...

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