Advize Planning Partners

Advize Planning Partners

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Prevent a Rift: Money Tips for Newlyweds 12/27/2024

10 tips that can head-off marriage money problems.

Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.

Should I Pay Off Debt or Invest? 12/24/2024

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms 12/20/2024

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

Intellectual Property Rocks in a New Digital Era 12/17/2024

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates.

A House Divided 12/13/2024

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

A House Divided By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

4 Elements of an Estate Strategy 12/10/2024

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

Monthly Market Insights | December 2024 12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

Raising Healthy Children 12/06/2024

Childhood attitudes and habits can determine your child's health in his or her adult years.

Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.

Financially Savvy at Six Figures 11/29/2024

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income.

Estate Management 101 11/26/2024

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Mastering Mobile Lingo 11/22/2024

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

Countdown to College 11/19/2024

Do your kids have the right stuff for college?

Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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3340 Pilot Circle
Naples, FL
34120