SECURE Act 2.0: An Overview
SECURE Act 2.0: An Overview Provided by Avenues to Wealth In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called...
Inventorying Your Possessions
Inventorying Your Possessions Provided by Avenues to Wealth Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and...
Emotional vs. Strategic Decisions
Emotional vs. Strategic Decisions Provided by Avenues to Wealth Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we...
Is a SEP-IRA Right for Your Business?
Is a SEP-IRA Right for Your Business? Provided by Avenues to Wealth If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a...
Creative Ways to Motivate Your Employees
Creative Ways to Motivate Your Employees Provided by Avenues to Wealth The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to the business’s success. Here are some...
Women and Financial Strategies
Women and Financial Strategies Provided by Avenues to Wealth Women who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability...
Find That Lost Retirement Account
Find That Lost Retirement Account Provided by Avenues to Wealth Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35...
Building Your Legacy
Building Your Legacy Provided by Avenues to Wealth Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.1Shannon L. Alder The desire to leave a legacy may be the height of altruism for it is...
Healthcare Costs in Retirement
Healthcare Costs in Retirement Provided by Avenues to Wealth In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your...
Social Security: Maximizing Benefits
Social Security: Maximizing Benefits Provided by Avenues to Wealth Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which...
SECURE Act 2.0: An Overview
SECURE Act 2.0: An Overview Provided by Avenues to Wealth In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called...
Inventorying Your Possessions
Inventorying Your Possessions Provided by Avenues to Wealth Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and...
Emotional vs. Strategic Decisions
Emotional vs. Strategic Decisions Provided by Avenues to Wealth Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we...
Is a SEP-IRA Right for Your Business?
Is a SEP-IRA Right for Your Business? Provided by Avenues to Wealth If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a...
Creative Ways to Motivate Your Employees
Creative Ways to Motivate Your Employees Provided by Avenues to Wealth The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to the business’s success. Here are some...
Women and Financial Strategies
Women and Financial Strategies Provided by Avenues to Wealth Women who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability...
Find That Lost Retirement Account
Find That Lost Retirement Account Provided by Avenues to Wealth Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35...
Building Your Legacy
Building Your Legacy Provided by Avenues to Wealth Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.1Shannon L. Alder The desire to leave a legacy may be the height of altruism for it is...
Healthcare Costs in Retirement
Healthcare Costs in Retirement Provided by Avenues to Wealth In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your...
Social Security: Maximizing Benefits
Social Security: Maximizing Benefits Provided by Avenues to Wealth Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which...
