Four Really Good Reasons to Invest
Four Really Good Reasons to Invest Provided by Avenues to Wealth Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important...
A Checklist For When a Spouse or Parent Passes
A Checklist for When a Spouse or Parent Passes Provided by Avenues to Wealth When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and...
Important Birthdays Over 50
Important Birthdays Over 50 Provided by Avenues to Wealth Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays...
A Bucket Plan to Go with Your Bucket List
A Bucket Plan to Go with Your Bucket List Provided by Avenues to Wealth John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of...
Estate Management Checklist
Estate Management Checklist Provided by Avenues to Wealth Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare...
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.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for...
Personal Finance Calendar
Personal Finance Calendar Provided by Avenues to Wealth Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net...
You May Need to Make Estimated Tax Payments If…
You May Need to Make Estimated Tax Payments If… Provided by Avenues to Wealth You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized...
Understanding FDIC Insurance
Understanding FDIC Insurance Provided by Avenues to Wealth It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once...
What’s Going On With the Banks?
What’s Going On With The Banks? Provided by Avenues to Wealth We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on the markets and future Fed moves. What happened?...
Four Really Good Reasons to Invest
Four Really Good Reasons to Invest Provided by Avenues to Wealth Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important...
A Checklist For When a Spouse or Parent Passes
A Checklist for When a Spouse or Parent Passes Provided by Avenues to Wealth When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and...
Important Birthdays Over 50
Important Birthdays Over 50 Provided by Avenues to Wealth Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays...
A Bucket Plan to Go with Your Bucket List
A Bucket Plan to Go with Your Bucket List Provided by Avenues to Wealth John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of...
Estate Management Checklist
Estate Management Checklist Provided by Avenues to Wealth Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare...
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.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for...
Personal Finance Calendar
Personal Finance Calendar Provided by Avenues to Wealth Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net...
You May Need to Make Estimated Tax Payments If…
You May Need to Make Estimated Tax Payments If… Provided by Avenues to Wealth You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized...
Understanding FDIC Insurance
Understanding FDIC Insurance Provided by Avenues to Wealth It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once...
What’s Going On With the Banks?
What’s Going On With The Banks? Provided by Avenues to Wealth We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on the markets and future Fed moves. What happened?...
