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...
AVITAS WEALTH MANAGEMENT’S MAY 11, 2023, MARKET UPDATE WEBINAR
  https://www.youtube.com/watch?v=poJuUPwMoro Topics Covered: Fixed income markets Equity markets The banking sector   Our Avitas Wealth Management  Quarterly Market Webinar from ...
Special Needs Financial Planning: Smart Advice For Families Coping With Disabilities
The patchwork of government programs for adults with disabilities, and their varying eligibility rules, create complications and traps. But more financial planners are aiming to help. There are ...
Taxes For The American Abroad 101
Living and investing overseas can create advantages when it comes to your U.S. tax burden. To benefit from those advantages and avoid costly mistakes, you need to understand how U.S. tax rules ...
Can I Contribute to Both a 403(b) and 457 Plan?
A question that is often asked is “Can I contribute to both a 403(b) and 457 plan?” The answer is yes. If your employer offers both, you can contribute to (and max out) both. It is becoming ...
April Madness: How To Decipher College Financial Aid Letters
College acceptances are in hand. Now comes the hard part: before a May 1 decision deadline, students and their families must figure out how much each school would actually cost them and which ...
2023 L.A. TIMES B2B PUBLISHING BANKING AND FINANCE: TRENDS, UPDATES & VISIONARIES
CUSTOM CONTENT BY THE LOS ANGELES TIMES L.A. Times B2B Publishing is pleased to announce the third annual Banking and Finance: Trends, Updates & Visionaries magazine. This publication is ...
BE THE ONE WHO CAN WRITE THAT CHECK
These days, many seem to be critical of what they perceive as excess wealth. As I discussed in “More Self-Control Leads to Wiser Spending, Not Less Spending,” there is value in being careful ...
Why A Collector Would Donate Art To Their Private Museum
Recently, I received an email from a reporter that read in part: “I’m writing a quick story for today on the billionaire Mitchell Rales, who donated $1.9 billion to his Glenstone Foundation in ...
IRS Takes Steps To Make It Easier For Taxpayers To Respond To Notices
Remember that backlog of unopened IRS correspondence? The agency is taking another step towards offering taxpayers an alternative to adding to the pile: taxpayers who receive specific notices ...

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