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Planning Insights

Avior Wealth Management / Insights  / Planning Insights (Page 6)
Two spouses sit at their kitchen table in front of their laptop, calculator, and paperwork to locate key tax savings and deductions in their finances.

Family Finances: Strategic Tax Planning for Your Loved Ones

Learn where and how to look for key deductions and tax savings. When managing family finances, strategic tax planning is a cornerstone for financial wellness and future security. Why? Because it's all about understanding how to optimize your financial resources, ensuring you're not leaving money on the table or missing out on opportunities to save for the future. It's like finding a treasure map in your own backyard: You just need...

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a couple sitting in their home discussing home insurance policy documents

Secure Your Home with These Pro Insurance Tips

Rest assured that your home and belongings are protected with the right insurance policy. Insurance costs are some of the most important line items in your budget. Health and auto insurance are priorities, but home insurance is another expense that should top the list. You need adequate coverage if something happens to your home and possessions, but you don’t want to pay too much.  Selecting the right home insurance policy can be...

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an older woman being cared for by a long-term care nurse

Plan for the Future with Long-Term Care Insurance

Find out what kind of policy options you have for long-term care insurance and how to strike the right balance with your investment      It’s easy to put off long-term care insurance planning. However, failing to plan now with insurance may mean you’ll be unprepared for the financial and emotional challenges that come when you or a family member needs long-term care.  An estimated 7.7 million Americans need long-term care services and support,...

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A model house is placed on wood word TAX representing real estate tax planning

Your Guide to Real Estate Tax Planning

Master the complexities of real estate taxation with this essential guide to navigating property taxes. Every property owner or investor has to navigate property taxes in real estate, which is a demanding task. From taxes that fund local services to capital gains taxes on property sales, these obligations can significantly affect financial outcomes. This guide examines the different kinds of real estate taxes and walks through how tax deductions and credits work,...

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