If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
AVANTIWEALTH.COM
Do You Owe The AMT?
What would happen to your loved ones if you were gone? Make financial preparations today.
AVANTIWEALTH.COM
Variable Universal Life Insurance
Even low inflation rates can impact your retirement outlook over time.
AVANTIWEALTH.COM
Inflation - Back to the Future
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
AVANTIWEALTH.COM
How to Make the Tax Code Work for You
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
AVANTIWEALTH.COM
When Heirs are Imperfect
To work or not to work? That is the question for retirees.
AVANTIWEALTH.COM
Perception vs. Reality
With increasing wealth comes unique financial challenges.
AVANTIWEALTH.COM
Investment Challenges of the Affluent Investor
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
AVANTIWEALTH.COM
Monthly Market Insights | October 2020
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
AVANTIWEALTH.COM
Social Media: #NewestBusinessLiabilityRisk
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
AVANTIWEALTH.COM
Social Security: Maximizing Benefits
There are ways to protect your business in the event of your death or the death of a partner.
AVANTIWEALTH.COM
Insuring Your Business With a Buy/Sell Agreement
Thinking of volunteering in retirement? Some considerations. #Volunteering
AVANTIWEALTH.COM
Volunteering in Retirement
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
AVANTIWEALTH.COM
Six Most Overlooked Tax Deductions
Could you find acres of diamonds in your own backyard? Watch this video.
AVANTIWEALTH.COM
Acres of Diamonds
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
AVANTIWEALTH.COM
What If You Get Audited?
Here are 4 unexpected locations that make great places to #raise your #family.
AVANTIWEALTH.COM
Four Great, Unexpected Places to Raise a Family
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
AVANTIWEALTH.COM
Creative Ways to Motivate Your Employees
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
AVANTIWEALTH.COM
What Is a 1035 Exchange?
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AVANTIWEALTH.COM
A Fruitful Retirement: Social Security Benefit
Social host laws may make you responsible for underage drinking in your home, even if you are away.
AVANTIWEALTH.COM
Teen Drinking and Your Liability
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
AVANTIWEALTH.COM
What Do Your Taxes Pay For?
Currency has been around for a long time. Here’s a quick #history lesson.
AVANTIWEALTH.COM
The History of Currency
7 Financial Planning Steps You Can Implement TODAY 💲👍
https://www.avantiwealth.com/blog/election-2020-a-nail-biter
#endoftheyear #holisticfinancialplanning #financialplanning #election2020
AVANTIWEALTH.COM
Election 2020 - a nail-biter
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
AVANTIWEALTH.COM
Rebalancing Your Portfolio
When considering a record keeping system for your business, you need to ask yourself some very important questions
AVANTIWEALTH.COM
Keeping Good Records is Good Business
Attention Estate Executors: Do you know about the Alternate Valuation Date?
AVANTIWEALTH.COM
Understanding the Alternate Valuation Date
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
AVANTIWEALTH.COM
Monthly Market Insights | November 2020
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
AVANTIWEALTH.COM
A Home Insurance Claim: To File Or Not To File
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
AVANTIWEALTH.COM
Healthy Body, Healthy Pocketbook
Learn more about whether you need to pay estimated taxes.
AVANTIWEALTH.COM
You May Need to Make Estimated Tax Payments If…
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
AVANTIWEALTH.COM
Inventorying Your Possessions
Happy Thanksgiving! 🦃 🍽 👪
Small Business Saturday is around the corner so don't forget to shop small and support local businesses this Christmas season! 🤞🎄🎁
#smallbusinessSaturday #shopsmall #shoplocal
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
AVANTIWEALTH.COM
Should You Invest in Exchange Traded Funds?
Do you have a will? Is it updated?
AVANTIWEALTH.COM
When Do You Need a Will?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
AVANTIWEALTH.COM
Social Security Benefits: How Much Will I Receive
Reminder...tomorrow is Giving Tuesday! Make your donation count! ❤️️ 👐 #givingTuesday
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
AVANTIWEALTH.COM
Fallen Tree Damage—Who Pays?
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
AVANTIWEALTH.COM
When Should You Take Social Security
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
AVANTIWEALTH.COM
Protecting Your Home Against Flood Loss
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
AVANTIWEALTH.COM
Life and Death of a Twenty Dollar Bill
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
AVANTIWEALTH.COM
Monthly Market Insights | December 2020
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
AVANTIWEALTH.COM
Insurance Needs Assessment: When You're Young and Single
Concerned about the social impact of your investments?
AVANTIWEALTH.COM
Investing with Your Heart
College, kids and costs.
AVANTIWEALTH.COM
Getting a Head Start on College Savings
Have you heard these three common misconceptions about #SocialSecurity?
AVANTIWEALTH.COM
Don't Buy The Hype
Business owners should consider a succession plan sooner rather than later.
AVANTIWEALTH.COM
Succeeding at Business Succession
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
AVANTIWEALTH.COM
Tax Rules When Selling Your Home
Concerned about the social impact of your investments?
AVANTIWEALTH.COM
Investing with Your Heart
College, kids and costs.
AVANTIWEALTH.COM
Getting a Head Start on College Savings
Surprises crop up every day, and they’re a great reason to work with us.
AVANTIWEALTH.COM
Surprises
Merry Christmas 🎄 May your days be merry and bright! ✨
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
AVANTIWEALTH.COM
Social Security: The $64,000 Question
Have you heard these three common misconceptions about #SocialSecurity?
AVANTIWEALTH.COM
Don't Buy The Hype
Business owners should consider a succession plan sooner rather than later.
AVANTIWEALTH.COM
Succeeding at Business Succession
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
AVANTIWEALTH.COM
Tax Rules When Selling Your Home
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AVANTIWEALTH.COM
Put It in a Letter
Happy New Year! 🥳
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
AVANTIWEALTH.COM
Disability and Your Finances
Have a kid heading off to college? Here are a few tips.
AVANTIWEALTH.COM
A Cheat Sheet for Sending Your Kid to College
Surprises crop up every day, and they’re a great reason to work with us.
AVANTIWEALTH.COM
Surprises
Merry Christmas 🎄 May your days be merry and bright! ✨
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
AVANTIWEALTH.COM
Retiring the 4% Rule
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
AVANTIWEALTH.COM
What You Should Do About Insurance Following a Divorce
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AVANTIWEALTH.COM
Put It in a Letter
Happy New Year! 🥳
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
AVANTIWEALTH.COM
Disability and Your Finances
Have a kid heading off to college? Here are a few tips.
AVANTIWEALTH.COM
A Cheat Sheet for Sending Your Kid to College
There are billions in unclaimed dollars in the US. Is some of that yours?
AVANTIWEALTH.COM
Surprise! You’ve Got Money!
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
AVANTIWEALTH.COM
The Economic Journey of Your Morning Coffee
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
AVANTIWEALTH.COM
Monthly Market Insights | January 2021
Many have heard they should avoid probate; do you understand what probate is and how it works?
AVANTIWEALTH.COM
Problems with Probate
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
AVANTIWEALTH.COM
Retiring the 4% Rule
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
AVANTIWEALTH.COM
What You Should Do About Insurance Following a Divorce
If you thought that payouts from life insurance are tax-free in all cases, think again.
AVANTIWEALTH.COM
When Life Insurance Becomes Taxable
Do you have the proper estate management documents in place? Ignoring it isn't sound strategy.
AVANTIWEALTH.COM
Estate Management Checklist
There are billions in unclaimed dollars in the US. Is some of that yours?
AVANTIWEALTH.COM
Surprise! You’ve Got Money!
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
AVANTIWEALTH.COM
The Economic Journey of Your Morning Coffee
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
AVANTIWEALTH.COM
Monthly Market Insights | January 2021
Many have heard they should avoid probate; do you understand what probate is and how it works?
AVANTIWEALTH.COM
Problems with Probate
Lifestyle inflation can be the enemy of wealth building.
AVANTIWEALTH.COM
Keeping Up with the Joneses
Tax time can be a good time to give your household budget a checkup.
AVANTIWEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Attention Estate Executors: Do you know about the Alternate Valuation Date?
AVANTIWEALTH.COM
Understanding the Alternate Valuation Date
If you thought that payouts from life insurance are tax-free in all cases, think again.
AVANTIWEALTH.COM
When Life Insurance Becomes Taxable
Do you have the proper estate management documents in place? Ignoring it isn't sound strategy.
AVANTIWEALTH.COM
Estate Management Checklist
There are billions in unclaimed dollars in the US. Is some of that yours?
AVANTIWEALTH.COM
Surprise! You’ve Got Money!
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
AVANTIWEALTH.COM
Creative Ways to Motivate Your Employees
Even low inflation rates can impact your retirement outlook over time.
AVANTIWEALTH.COM
Inflation - Back to the Future
Lifestyle inflation can be the enemy of wealth building.
AVANTIWEALTH.COM
Keeping Up with the Joneses
Tax time can be a good time to give your household budget a checkup.
AVANTIWEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Attention Estate Executors: Do you know about the Alternate Valuation Date?
AVANTIWEALTH.COM
Understanding the Alternate Valuation Date
If you thought that payouts from life insurance are tax-free in all cases, think again.
AVANTIWEALTH.COM
When Life Insurance Becomes Taxable
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AVANTIWEALTH.COM
Monthly Market Insights | February 2021
When was the last time you checked your credit score? #CreditScore
AVANTIWEALTH.COM
How Does Your Credit Score Compare?
Take an inside look into Simplified Employee Pension plans.
AVANTIWEALTH.COM
Is a SEP-IRA Right for Your Business?
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
AVANTIWEALTH.COM
Mastering Mobile Lingo
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
AVANTIWEALTH.COM
Creative Ways to Motivate Your Employees
Even low inflation rates can impact your retirement outlook over time.
AVANTIWEALTH.COM
Inflation - Back to the Future
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
AVANTIWEALTH.COM
The Financial Literacy Crisis
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
AVANTIWEALTH.COM
Healthy Body, Healthy Pocketbook
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AVANTIWEALTH.COM
Monthly Market Insights | February 2021
When was the last time you checked your credit score? #CreditScore
AVANTIWEALTH.COM
How Does Your Credit Score Compare?
Take an inside look into Simplified Employee Pension plans.
AVANTIWEALTH.COM
Is a SEP-IRA Right for Your Business?
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
AVANTIWEALTH.COM
Mastering Mobile Lingo
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
AVANTIWEALTH.COM
Ways to Supplement Your Medicare Coverage
When considering a record keeping system for your business, you need to ask yourself some very important questions
AVANTIWEALTH.COM
Keeping Good Records is Good Business
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
AVANTIWEALTH.COM
Personal Finance Tips for Military Families
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
AVANTIWEALTH.COM
The Financial Literacy Crisis
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
AVANTIWEALTH.COM
Healthy Body, Healthy Pocketbook
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AVANTIWEALTH.COM
Monthly Market Insights | February 2021
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
AVANTIWEALTH.COM
The Long Run: Women and Retirement
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
AVANTIWEALTH.COM
Coaches
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
AVANTIWEALTH.COM
Estate Management Checklist
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
AVANTIWEALTH.COM
Ways to Supplement Your Medicare Coverage
When considering a record keeping system for your business, you need to ask yourself some very important questions
AVANTIWEALTH.COM
Keeping Good Records is Good Business
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
AVANTIWEALTH.COM
Personal Finance Tips for Military Families
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
AVANTIWEALTH.COM
Silver Sneakers 101
Take Charge: Don't be a victim of identity theft.
AVANTIWEALTH.COM
To Catch a Thief
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
AVANTIWEALTH.COM
The Long Run: Women and Retirement
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
AVANTIWEALTH.COM
Coaches
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
AVANTIWEALTH.COM
Estate Management Checklist
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
AVANTIWEALTH.COM
Ways to Supplement Your Medicare Coverage
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AVANTIWEALTH.COM
Monthly Market Insights | March 2021
Considering crowdfunding? Take time to do the research first. #Crowdfunding
AVANTIWEALTH.COM
Crowdfunding—Capital for the 21st Century
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
AVANTIWEALTH.COM
Important Birthdays Over 50
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
AVANTIWEALTH.COM
Silver Sneakers 101
Take Charge: Don't be a victim of identity theft.
AVANTIWEALTH.COM
To Catch a Thief
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
AVANTIWEALTH.COM
The Long Run: Women and Retirement
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
AVANTIWEALTH.COM
Five Most Overlooked Tax Deductions
For a SEP fact sheet:
https://www.avantiwealth.com/resource-center/retirement/is-a-sep-ira-right-for-your-business
AVANTIWEALTH.COM
Is a SEP-IRA Right for Your Business?
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
AVANTIWEALTH.COM
How Retirement Spending Changes With Time
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
AVANTIWEALTH.COM
Medicare Advantage 101
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AVANTIWEALTH.COM
Monthly Market Insights | March 2021
Considering crowdfunding? Take time to do the research first. #Crowdfunding
AVANTIWEALTH.COM
Crowdfunding—Capital for the 21st Century
Happy St. Patrick's Day! 🍀💛🌈
M0 is the total of all physical currency worldwide. What’s it look like?
AVANTIWEALTH.COM
How Big is Money?
Do you know how long it may take for your investments to double in value?
AVANTIWEALTH.COM
The Rule of 72
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
AVANTIWEALTH.COM
Five Most Overlooked Tax Deductions
For a SEP fact sheet:
https://www.avantiwealth.com/resource-center/retirement/is-a-sep-ira-right-for-your-business
AVANTIWEALTH.COM
Is a SEP-IRA Right for Your Business?
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
AVANTIWEALTH.COM
How Retirement Spending Changes With Time
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
AVANTIWEALTH.COM
Tax Rules When Selling Your Home
Your #insurance needs don’t stay the same when the nest empties, but what changes?
AVANTIWEALTH.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
Happy St. Patrick's Day! 🍀💛🌈
M0 is the total of all physical currency worldwide. What’s it look like?
AVANTIWEALTH.COM
How Big is Money?
Do you know how long it may take for your investments to double in value?
AVANTIWEALTH.COM
The Rule of 72
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
AVANTIWEALTH.COM
Five Most Overlooked Tax Deductions
