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Avoid Second Home Taxes
If you own a home, you’re not alone! Nearly 65% of the U.S. population owns a home. Real estate is, therefore, among the most significant financial assets for many investors. That said, only about 4.3% of Americans own a second home. In fact, for many Americans, planning to buy a new home without an all-cash offer can seem […]
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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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Are Your Retirement Savings Vanishing Without You Knowing?
Employer-sponsored 401(k) plans are among the most popular choices for retirement savings. In fact, about 20% of all retirement savings in the United States are in 401(k) accounts. The majority of 401(k) plans withdraw employee contributions from their paychecks, which guarantees consistent contributions every pay period. This, paired with the fact that most employers match […]
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Retirement Transition Planning: A Quick Guide
While planning for retirement, you’ve likely maximized your earnings, increased your savings, and invested them for growth. If you’re now looking to transition into retirement, you may want to start by dipping your toes into the retirement pool, instead of jumping right in. Bridging the gap between the growth phase and your retirement years is the most unique […]
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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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