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Planning Insights

Avior Wealth Management / Insights  / Planning Insights (Page 3)
A business owner working with his financial advisors to create essential wealth management strategies for entrepreneurs.

Essential Wealth Management Strategies for Entrepreneurs

Learn how to establish essential wealth management strategies for entrepreneurs the right way, the first time. Owning a business brings a unique set of financial risks, but those risks are offset by the opportunity to build generational wealth and achieve your long-term financial goals. Managing those risks effectively to maximize your chances for success starts with effective wealth management for entrepreneurs, from thoroughly understanding your unique financial position as a business owner...

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A man putting coins into a jar to save for retirement and college.

How to Balance Retirement and College Savings

Both investments are important. Learn how to balance both for long-term financial health. Saving your money is challenging enough, but how do you strike the right balance between retirement and college savings amidst economic uncertainty and tuition costs rising at an average of about 7% annually? It’s by no means an easy feat, and most parents would agree: According to the 2024 College Savings Indicator report from Fidelity, parents care more about...

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A single parent smiling with their child talking about college planning.

College Planning for Single Parents

Learn the simple steps you can take right now with college planning to ensure a bright and financially secure future for your children. You don’t have to wait until your child is older to start planning for college; in fact, the earlier you start saving up for tuition costs, the better! Having a plan in place provides more flexibility when your child graduates and helps you maximize your savings over time. That’s...

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An elderly couple consults a financial advisor at a desk about making changes to their Medicare coverage.

Should I Change Medicare Coverage During Open Enrollment?

Annual open enrollment is an excellent time to assess your options and find the right fit. Open enrollment season for Medicare coverage, the best time to make changes to your coverage as needed, begins on October 15th and ends on December 7th.  Medicare coverage presents plenty of options for those in need, but knowing exactly how and what to change about your policy can be difficult to pinpoint.  That's why, in this article,...

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