Tax Deductions for Healthcare Costs
Learn how HSAs, FSAs, and healthcare cost deductions can help you cover medical expenses and lower your tax burden The rising costs of healthcare mean that you should take all steps possible to leverage related tax deductions. Tax breaks can help you mitigate the impact of these hefty expenses. Around half of American adults say it’s hard for them to afford healthcare costs, and the result is that many people...
How to Maximize Income Streams in Retirement
In retirement, you’ll be more financially secure if you can set up different income streams and diversify your investments. Part of your wealth management journey is ensuring you’ll have a comfortable and secure retirement. While pensions and Social Security benefits may provide a baseline income, maximizing income streams is essential to maintain your desired lifestyle and cover unexpected expenses. Without the same work income in place, it can be a challenge...
Estate Planning Strategies to Build Generational Wealth
Preserving your wealth across generations takes understanding estate planning basics, incorporating tax minimization strategies, and working with an expert advisor. Maintaining your wealth through the next generation and beyond may be one of your top financial planning priorities. Generational wealth planning helps ensure your estate and assets transfer and that your legacy is protected. Estate planning is one important component of legacy preservation and generational wealth management. It helps you establish which...
Avior Wealth Management Featured in Citywire
Avior’s CEO Britt Campbell talked to Citywire about what’s next for growth and our decision to take on a minority non-voting investor. Avior Wealth Management has some exciting news to share. Our firm was featured in Citywire: Exclusive: $4.1bn Avior Wealth Management Pursuing Capital Raise. The feature comes after Avior announced that it would be going after a minority stake sale, working with Park Sutton Advisors as its investment banker. As quoted in...