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Planning Insights

Avior Wealth Management / Insights  / Planning Insights (Page 2)

Are You Managing Your Cash Flow or Is It Managing You? 5 Signs Your Cash Flow Needs a Second Look

Your investment portfolio is growing, your business is profitable, and your income continues to increase. Yet you find yourself declining dinner invitations because you're waiting for a client payment, or postponing equipment purchases despite having the capital on paper. Does that sound familiar? You have wealth, but you don't have cash flow - and that right there is the main difference. Successful professionals and business owners often face this paradox: abundant...

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compound interest

The Power of Compound Interest (and Why You Should Start Early)

Your first paycheck sits in your checking account. You've covered your bills, grabbed dinner with friends, and there's still money left over. The smart voice in your head whispers about saving and investing, while another voice suggests waiting until you earn more or have fewer expenses. This moment - this choice between starting now or later - could be worth hundreds of thousands of dollars over your lifetime.The magic isn't...

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Couple meeting with advisor about estate plan

Do You Know What Happens To Your Assets If You Don’t Have An Estate Plan?

Death isn't something most of us want to think about, especially when we're busy living our lives, building careers, and raising families. Yet avoiding the conversation about what happens to your assets when you die doesn't make the inevitable disappear. Without an estate plan, you're essentially letting the state government decide who gets your house, your savings, and even custody of your children. The reality might seem harsh, but it’s simple...

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exit strategy for business

What’s Your Exit Strategy? Planning to Leave Your Business on Your Terms

You didn't start your business thinking about how to leave it. Most entrepreneurs are too busy building, growing, and problem-solving to spend much time considering their eventual exit. Yet every business owner has to leave their company someday, whether by choice or circumstance. The question isn't whether you'll exit your business - it's whether you'll do it on your terms or have those terms decided for you. Unexpected events like illness,...

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