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Planning Insights

Avior Wealth Management / Insights  / Planning Insights (Page 15)
Financial planner in conversation with her clients

Tax Deduction Strategies for Small Business Savings

Your business may qualify for many different tax deductions. You just need to know where to look. Small business owners face complex options when trying to navigate tax deductions. In fact, 37% experience feelings of anxiety and confusion on this topic. It’s easy to get frustrated with the process and give up altogether, but then you risk losing a crucial opportunity to find significant savings. A wide range of tax deductions are...

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Maximize Your Returns with Tax-Efficient Investing

Tax implications play a big role in the investment decisions you make. How can you maximize your returns with better tax strategies? Tax-efficient investing concerns managing investments to minimize the impact of taxes on investment growth. The goal is to optimize after-tax returns by strategically choosing investments, considering tax implications, and employing tax-efficient strategies.  This kind of investment mindset is crucial in financial planning and can significantly affect your overall wealth preservation....

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A financial advisor conducting portfolio diversification on a laptop

The Power of Diversification to Strengthen Your Portfolio

Portfolio diversification helps balance the effects of market volatility and risk with growth potential over time. Investing is never a straightforward pursuit. Doing it successfully requires knowledge of the markets, which constantly change. It also involves carefully weighing tax implications and risks with growth potential over time. The right investment portfolio will look different for each investor based on their unique short- and long-term goals and financial priorities.  Because it’s hard to...

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medical providers looking at a patient’s health care coverage on a clipboard

How to Maximize Your Health Coverage

It’s challenging to balance each cost and risk associated with health care. Learn how to leverage coverage optimization for the right level of protection. Health care costs are one of the biggest expenses for Americans. The average annual spend for an individual is about $13,500, and health care spending makes up around 17% of the gross domestic product.  Needless to say, you should do everything you can to maximize your protections while...

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