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Planning Insights

Avior Wealth Management / Insights  / Planning Insights (Page 3)
Business Owners to do before retirement

5 Things Every Business Owner Should Do Within 10 Years Of Retirement

Introduction: Transforming Business Success Into Retirement Security For entrepreneurs, the journey from business builder to retiree requires a fundamental shift in mindset. While you've spent decades nurturing your company's growth, the final chapter of your business career demands an entirely different focus: transforming your life's work into lasting financial independence. The decade leading up to retirement represents a critical planning window. Decisions made during this period can dramatically alter your retirement reality,...

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investment strategy

How Warren Buffett’s Investment Strategy Has Evolved: Lessons from the Oracle of Omaha

The financial world watches Warren Buffett's moves with rapt attention, and for good reason. As one of history's most successful investors, Buffett's journey from a young stockpicker to the chairman of Berkshire Hathaway offers invaluable insights for investors at every level. What makes Buffett particularly fascinating isn't just his extraordinary success but how his investment approach has evolved over decades while maintaining core principles. While many view Buffett's strategy as static...

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retirement plans offer

Which Retirement Plans Offer Tax Benefits? A Comprehensive Guide to Tax-Advantaged Accounts

The government wants you to save for retirement—so much so that they're willing to give up billions in tax revenue to encourage it. This rare show of generosity from the IRS creates a remarkable opportunity for the savvy investor. Each tax-advantaged retirement account represents a different deal the government is offering you: "Save here and we'll tax you less now" or "Invest here and we'll never tax those gains." Some...

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Understanding Trump's 2025 Tax Plan

Trump’s 2025 Tax Plan: Overview of Proposed Changes

The upcoming Trump administration has signaled a significant transformation of the American tax landscape. With the 2017 Tax Cuts and Jobs Act (TCJA) provisions set to expire at the end of 2025, Trump's proposed tax changes represent a potential sweeping overhaul of how individuals and corporations are taxed in the United States. The administration's tax agenda encompasses everything from extending and modifying TCJA provisions to introducing novel approaches like exempting certain...

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