Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss→

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Andrew Van Alstyne had the privilege to be featured in Yahoo! Finance to talk to readers about the importance of being prepared at all times for the possibility of a job loss.

Andrew discusses why it is important to have a dedicated emergency fund along with tax efficient ways of further upskilling and educating oneself.

Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Andrew Van Alstyne
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Andrew Van Alstyne

Managing wealth when your largest asset is real estate requires thoughtful strategies. From tax-efficient tools like 1031 exchanges to diversification through DSTs and UPREITs, each option offers unique benefits and trade-offs. Finding the right path depends on balancing growth, liquidity, and long-term goals while navigating the complexities of real estate investment.

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Andrew Van Alstyne
Connelly v. United States: What it May Mean For Your Business
Andrew Van Alstyne
Connelly v. United States: What it May Mean For Your Business
Andrew Van Alstyne

The Supreme Court's Connelly decision reshapes estate planning and buy-sell agreements for business owners.

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Andrew Van Alstyne
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Andrew Van Alstyne
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Andrew Van Alstyne

For business owners, the importance of buy/sell agreements cannot be overstated. These contracts are designed to protect both the business and its owners by setting clear guidelines for ownership transitions in case of unforeseen events such as death, disability, or retirement. Without such an agreement, businesses can face severe disruptions, leading to internal disputes or financial strain.

A buy/sell agreement helps ensure that ownership changes are handled smoothly by defining how shares will be sold and at what price. More importantly, it prevents the business from falling into the hands of unintended parties, like an owner’s ex-spouse or an outsider who could negatively impact the company’s operations.

By incorporating key provisions such as purchase price determination and funding mechanisms, buy/sell agreements give businesses a solid foundation for navigating ownership transitions, ultimately protecting their long-term success.

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Andrew Van Alstyne
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Andrew Van Alstyne
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Andrew Van Alstyne
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Andrew Van Alstyne
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Andrew Van Alstyne
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Andrew Van Alstyne

Passing on wealth to the next generation is more than just managing financial assets—it's about ensuring your values, wisdom, and legacy endure. This article explores simple strategies to transfer both financial and qualitative capital, helping you create a lasting legacy for your family.

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Andrew Van Alstyne
Couples Synergy Podcast: Money Matters for Couples
Andrew Van Alstyne
Couples Synergy Podcast: Money Matters for Couples
Andrew Van Alstyne
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Andrew Van Alstyne