Budget Check Up: Tax Time Is the Right Time
Budget Check Up: Tax Time Is the Right Time Provided by Avenues to Wealth Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage,...
What is the Value of Your Business?
What is the Value of Your Business? Provided by Avenues to Wealth In the second quarter of 2021, more than 2,000 small businesses were sold. The median sale price was roughly $320,000, up 12% from the same time last year.1 As a business owner, ascertaining the value...
Choices for Your 401(k) at a Former Employer
Choices for Your 401(k) at a Former Employer Provided by Avenues to Wealth One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices...
Separating the Signal From the Noise
Separating the Signal From the Noise What kind of role can a financial professional play for an investor? Provided by Avenues to Wealth The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be...
Choosing a Retirement Plan That Fits Your Business
Choosing a Retirement Plan that Fits Your Business Provided by Avenues to Wealth If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider. How much can my business...
Student Loan Repayment Video
A reminder that student loan repayments will begin again soon. Now is a great time to look at your financial situation. Call A2W for a complimentary consultation 970.372.0541.
A2W Video
An Introduction to Jonathan Neher and Diane Watson of Avenues to Wealth speaking on the value of a financial advisor. Please call A2W for a complimentary consultation 970.372.0541.
A Taxing Story: Capital Gains and Losses
A Taxing Story: Capital Gains and Losses Provided by Avenues to Wealth Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income, but also to capital gains. Capital gains result when an individual sells an investment for an...
3 Estate Challenges for Blended Families
3 Estate Challenges for Blended Families Provided by Avenues to Wealth Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist...
Your Emergency Fund: How Much Is Enough?
Your Emergency Fund: How Much Is Enough? Provided by Avenues to Wealth Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as...
Budget Check Up: Tax Time Is the Right Time
Budget Check Up: Tax Time Is the Right Time Provided by Avenues to Wealth Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage,...
What is the Value of Your Business?
What is the Value of Your Business? Provided by Avenues to Wealth In the second quarter of 2021, more than 2,000 small businesses were sold. The median sale price was roughly $320,000, up 12% from the same time last year.1 As a business owner, ascertaining the value...
Choices for Your 401(k) at a Former Employer
Choices for Your 401(k) at a Former Employer Provided by Avenues to Wealth One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices...
Separating the Signal From the Noise
Separating the Signal From the Noise What kind of role can a financial professional play for an investor? Provided by Avenues to Wealth The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be...
Choosing a Retirement Plan That Fits Your Business
Choosing a Retirement Plan that Fits Your Business Provided by Avenues to Wealth If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider. How much can my business...
Student Loan Repayment Video
A reminder that student loan repayments will begin again soon. Now is a great time to look at your financial situation. Call A2W for a complimentary consultation 970.372.0541.
A2W Video
An Introduction to Jonathan Neher and Diane Watson of Avenues to Wealth speaking on the value of a financial advisor. Please call A2W for a complimentary consultation 970.372.0541.
A Taxing Story: Capital Gains and Losses
A Taxing Story: Capital Gains and Losses Provided by Avenues to Wealth Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income, but also to capital gains. Capital gains result when an individual sells an investment for an...
3 Estate Challenges for Blended Families
3 Estate Challenges for Blended Families Provided by Avenues to Wealth Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist...
Your Emergency Fund: How Much Is Enough?
Your Emergency Fund: How Much Is Enough? Provided by Avenues to Wealth Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as...
