AVITAS WEALTH MANAGEMENT’S OCTOBER 31, 2024, MARKET UPDATE WEBINAR

Topics Covered: Fixed income markets Equity markets Tax legislation Our Avitas Wealth Management  Quarterly Market Webinar from Thursday October 31,...

Three Things To Consider Before You Downsize In Retirement

Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their...

Navigating Family Enterprise Risks

When asked about succession planning, many people outside of a family business think of “Succession" a gripping drama series that follows the power...

A Seven Step Guide To Caring For Aging Parents

Aging gracefully is an integral part of life's journey. As we mature, there comes a time when we may reciprocate the care our parents once provided...
Steps To Take When Your Retirement Savings Take A Hit
If you’re falling short when it comes to saving for retirement, there are a few ways that you can play catch up. The steps that you take greatly depend on how far you are from retirement, your ...
Social Security Benefits Will Rise 3.2% In 2024, While Top Tax Jumps 5.2%
This story has been updated to include the subsequent release of Medicare Part B Premiums for 2024. Social Security benefits will increase 3.2% in 2024 for the nation’s 71 million recipients, ...
Retirement Resolutions For The New Year
When it comes to making New Year resolutions, don’t neglect your finances especially your retirement planning. Taking a look at your retirement investing each year helps to ensure that you’re on ...
What Is The Average Debt Of Medical Students? Plus 3 Ways To Offset
The escalating costs of medical education have become a significant concern. Aspiring medical professionals must understand and mitigate these expenses with financial literacy to avoid long-term ...
Should High-Income Families Fill Out The FAFSA? Experts Weigh In
The 2024-2025 Free Application for Federal Student Aid is full of changes — from the opening date in December, to the replacement of the Expected Family Contribution with the Student Aid ...
Exploring The Relationship Between Joy And Finances: Dopamine
There’s a strong correlation between money and happiness. Unfortunately, it is a reality that has an impact on our overall contentment. In fact, financial matters are a common cause of divorce, ...
AVITAS WEALTH MANAGEMENT’S October 20, 2023, MARKET UPDATE WEBINAR
  https://youtu.be/l3Anw8A_WQQ?si=ekrtEmVZCR7dq6Xm Topics Covered: Fixed income markets Equity markets The banking sector   Our Avitas Wealth Management  Quarterly Market Webinar ...
Ten Things To Think About Before You Claim Social Security
When to start claiming Social Security benefits is the one question that often crosses people's minds when they begin financial planning discussions. Unfortunately, there's no universally ...
An Irrevocable Trust Does Not Provide Asset Protection In The Event Of A Child’s Divorce.
Jones v. Jones, No. 21-P-655, 2023 WL 5729650 (Mass. App. Ct. Sept. 6, 2023) is a recent case that has implications for estate planning and asset protection planning. In this case the wife and ...

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