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Year-End Business Planning: 5 Essential Steps to Take Before December 31 (and the Top 3 Mistakes to Avoid in Q4)
The final quarter of the year arrives with a strange mix of urgency and opportunity. For business owners, Q4 represents more than just holiday parties…
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Tax-Loss Harvesting: How to Use Market Dips Before December 31st
You open your investment statement in late November, and your stomach drops. Some stocks are down 15%, others 20%. That tech fund you bought with…
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Integrating Estate Planning with Your Retirement Strategy
You’ve spent decades building your retirement nest egg. Your 401(k) is funded, your IRA is growing, and you’ve run the numbers countless times. But there’s…
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At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.