Personal Finance
High-Earner Layoffs: Crucial Steps If Unemployed
If recent headlines have made you constantly refresh your inbox over the last few days, you are not alone. The growing wave of layoffs is generating panic among high-earner employees. The technology industry has been announcing layoffs these last couple of weeks. Unemployment increased to 3.7%, causing people to doubt their employment security. The closer we […]
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Avoid Second Home Taxes
Real estate is among the most significant financial assets for many clients. That said, only about 4.3% of Americans own a second home. Fortunately, various investing strategies exist to help avoid second home taxes or those associated with upgrading your current home. Did you know that you can work with your bank or brokerage firm […]
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Training Your Wealth
Great wealth advice should cost you much less in the long term than no advice at all. Not all advisors are the same, but if you do find a great one, it’s important to think about the overall value they can provide when considering costs. A Great Workout Hiring a wealth advisor depends on your specific […]
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A Guide To Financial Resolutions for 2023
Another year, another list of resolutions to tackle? You’re not alone. The thing is, when we’re focusing on our yearly goals, we sometimes don’t take into account out financial resolutions. Building Powerful New Habits For Financial Resolutions Goal-based resolutions are an important way of looking at your finances. You can’t save for retirement without setting […]
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Working With Aventine: Client Story
As a financial advisor, I have worked with individuals to support and guide them with their financial and investing decisions. Every client has led to a different experience, a different conversation, and a different story from which to learn. This is the story of a client who had a special request. For me, it’s all about […]
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3 Steps to Achieve Financial Independence
This month we celebrate the 4th of July, which commemorates our country’s Independence Day. How much thought have you given to achieving financial independence lately? Financial Independence means that you’ll have enough money to live on without relying on your employer, your family, or the government! Sometimes referred to as FIRE (Financial Independence, Retire Early), […]
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RIA and CFP Designation? What are They and What do They Mean!
With the rise in “robo” financial services coupled with the large number of individuals claiming to be “financial advisors,” searching for the perfect financial advisor can quickly become overwhelming. How do I know who I can trust? Who will listen to my concerns and help me design a solid plan for my future? While it […]
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3 Steps to Maximize Your Financial Resolutions in 2019
The New Year represents a new beginning, a fresh start, a chance to take control of our health, wealth, and happiness to live more fulfilled lives. It is the perfect time to analyze where we could all use personal or professional improvement! Year after year, exercise and weight loss tend to top resolution charts, but […]
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