Advize Planning Partners

Advize Planning Partners Having written goals and a path to follow to accomplish those goals is at the heart of what we do at Advize Planning Partners.

10 tips that can head-off marriage money problems.
12/27/2024

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Pay off debt or invest the money? Things to consider before you commit to either option.
12/24/2024

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

This calculator will help determine whether you should invest funds or pay down debt.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
12/20/2024

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

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

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
12/17/2024

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

Intellectual property ownership and its implications for ordinary people and estates.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
12/13/2024

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

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

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
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:

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

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.
12/06/2024

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

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...

Childhood attitudes and habits can determine your child's health in his or her adult years.
12/06/2024

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

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

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
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.

Help your clients with these practical steps to make the most of their six-figure income.

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

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

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
11/22/2024

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

Do you understand these common mobile slang terms?

Do your kids have the right stuff for college?
11/19/2024

Do your kids have the right stuff for 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

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