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Retirement Planning

Avior Wealth Management / Insights  / Planning Insights  / Retirement Planning
Long-Term Care Cost

How Much Does Long-Term Care Really Cost? A 2025 Breakdown

Long-term care is one of those expenses most people hope they'll never need, but statistics tell a different story. About 70% of seniors will need some type of long-term care during their lifetime, yet many families are caught off guard by the costs when the need arises. With 10,000 Baby Boomers turning 65 every day until 2030, understanding these costs is essential for anyone planning their financial future. In 2024, the...

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Is Your Retirement Plan Based on Numbers, or Your Actual Life Vision?

When most people think about retirement planning, they start with a calculator. How much do I need to save? What's my magic number? Will $1 million be enough? But recent research indicates that 92% of retirees report being satisfied with their retirement, even though many worry they didn't save enough. This suggests that happiness in retirement might have less to do with hitting a specific dollar amount and more to...

Diego Wagner
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Small Business Retirement Plans

Small Business Retirement Plans: Choosing the Right Strategy for Your Company

Small business owners often find themselves so focused on growing their companies that retirement planning takes a back seat. But here's something that might change your perspective: offering the right retirement plan can actually help your business grow while reducing your tax burden. With more than 40% of small employers not offering retirement benefits and SECURE 2.0 creating new tax incentives worth up to $5,000 annually, there's never been a...

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tax law impact on retirees

How Recent Tax Law Changes Could Impact Retirees and Pre-Retirees

Big changes are coming to the tax world at the end of 2025, and they might affect your retirement plans in major ways. If you're already retired or planning to retire in the next few years, these changes could impact how much money you get to keep and how much goes to Uncle Sam. The tax laws we've been using since 2017, called the Tax Cuts and Jobs Act (TCJA), are...

Avior Wealth
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