Top

Wealth Management

Avior Wealth Management / Insights  / Wealth Management
A hand holding a jar of coins and a heart balloon representing charitable giving

Philanthropy and Finance: Understanding Charitable Giving as a Wealth Management Strategy

Charitable giving is a topic that’s commonly covered in financial planning. Find out how to understand it as both a fulfilling, generous action and a tax-efficient wealth management strategy.  Charitable giving is a key component of wealth management for lots of people. Beyond its role in securing tax benefits, philanthropy is a long-term commitment that can align with personal values – individually or as a family, sometimes for multiple generations.  In this...

Avior Wealth
Share
A couple focused on retirement planning at home at a table

Enjoy Your Golden Years: Smart Retirement Planning Strategies to Implement Now

Planning for retirement requires setting goals for your future, examining investment options, and considering tax implications. Careful retirement planning is a must for wealth preservation, especially when considering extended lifespans, economic unpredictability, and shifting familial goals. However, you may be grappling with a range of challenges, from deciphering the myriad different investment options to aligning your current needs with your long-term retirement goals. We all need accessible strategies for retirement planning, tailored...

Avior Wealth
Share
A woman analyzes her biases due to behavioral finance

Embracing Behavioral Finance for Enhanced Investment Management with Avior Wealth Management

We all have biases that drive our decision-making, and that includes financial decisions such as investment management. Learn how psychology and finance intersect with investment strategies and some of the most common financial biases and how to address them. Psychological factors influence just about every decision you make, whether you’re aware of it or not. This is also true for finance – our emotions and inherent biases govern our financial decisions,...

Avior Wealth
Share
A happy older couple sits on a couch outdoors and talks about estate planning

Securing Your Legacy: Key Considerations for Estate Planning

Discover the importance of estate planning, unravel its key components, and learn strategies for smooth wealth transfer and tax optimization. Many people think that estate planning is only for the wealthy, but that's simply not true. Everyone should have an estate plan, regardless of their age, wealth, or marital status. Think of it like drawing a roadmap for your future. It helps you ensure that your wishes and loved ones are...

Avior Wealth
Share