Avitas Wealth Management

Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their current needs. While downsizing may be a smart financial move for you, it could also be a financial setback if you’re not careful. See the full article here: https://lnkd.in/gYbCYmmw #wealthadvisor #wealthprotection #wealthmanager #wealthmanagers #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #agingparents #parents #familyplanning #finances #retirement #downsizing

When asked about succession planning, many people outside of a family business think of “Succession” a gripping drama series that follows the power struggles and family dynamics of the wealthy Roy family, owners of a global media and entertainment conglomerate, as they vie for control of the company amidst betrayal, intrigue, and ambition. In real life, succession planning is less dramatic but families recognize that control over a family business often fails at the transfer of control between generations due to a lack of resources, governance, innovation, and learning. Assessing these elements is critical for the sustainability and success of family businesses through generational transitions. See the full article here: https://lnkd.in/dSwtT4rd #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #agingparents #parents #familyplanning #finances

When asked about succession planning, many people outside of a family business think of “Succession” a gripping drama series that follows the power struggles and family dynamics of the wealthy Roy family, owners of a global media and entertainment conglomerate, as they vie for control of the company amidst betrayal, intrigue, and ambition. In real life, succession planning is less dramatic but families recognize that control over a family business often fails at the transfer of control between generations due to a lack of resources, governance, innovation, and learning. Assessing these elements is critical for the sustainability and success of family businesses through generational transitions. See the full article here: https://lnkd.in/dSwtT4rd #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #agingparents #parents #familyplanning #finances

ging gracefully is an integral part of life’s journey. As we mature, there comes a time when we may reciprocate the care our parents once provided for us, ushering them through their golden years with tenderness and respect. However, this noble endeavor isn’t without its complexities and should be approached with the utmost compassion. Begin your plan with these seven steps: https://lnkd.in/gB3_xzYa #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #agingparents #parents #familyplanning #finances

When it comes to budgeting, there’s a broad spectrum of how people like to manage their money. That being said, often people fall into the same habits surrounding budgeting when they have similar careers and lifestyles. These can (very generally) be broken into two types. See the article here: https://lnkd.in/gcPrNRVx #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #investmentadvisors #investmentadvisory #budgeting

It’s that time of year, and Americans are gearing up to start filing their taxes. But for millions of student loan borrowers, the landscape is more confusing than ever. Borrowers who are in repayment, have received student loan forgiveness, or are on track for eventual discharge have a complex array of rules, opportunities, exceptions, and pitfalls to navigate. And it’s important to obtain competent tax advice from a qualified professional, such as a Certified Public Accountant. Here’s what student loan borrowers know: https://lnkd.in/gUBRD87Y #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #investmentadvisors #investmentadvisory #studentloans #forgiveness #taxes

While financial planners help hundreds, if not thousands, of people retire throughout their career, they don’t get the personal experience of retiring themselves until the very end of their career. While they may lack personal experience in this regard, it doesn’t mean they don’t understand their clients and where they’re coming from. The hours spent planning for their client’s retirement, and listening to their goals, hopes and wishes give financial planners an insight into retirement that the general public doesn’t have. Read the full article here: https://lnkd.in/gZM4CwBU #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #investmentadvisors #investmentadvisory #retirement #retirementgoals #retirementadvice

A 1031 exchange allows investors to sell a real estate property and exchange it for another property, if the conditions are met. A 1031 exchange permits the owner to defer capital gains. For the last sixteen-plus years, investors have had the option of selling their property and going into a passive ownership role with a DST. What if you want to set things up for beneficiaries who all want to go in different directions with the asset when they receive it? Enter the 721 exchange or UPREIT strategy. A UPREIT is a unique Real Estate Investment Trust (REIT) that allows the exchange of a sale of real estate for shares of ownership of the UPREIT. See the full article here: https://lnkd.in/gsMq2zsr #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #investmentadvisors #investmentadvisory #1031exchange #1031exchanges #reit #reits

If you’re falling short when it comes to saving for retirement, there are a few ways that you can play catch up. The steps that you take greatly depend on how far you are from retirement, your risk tolerance, and your personal financial situation, so it helps to talk through your circumstances with a financial professional. See the full article here: https://lnkd.in/dvvRVQsS #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #investmentadvisors #investmentadvisory #retirement 

The Centers for Medicare and Medicaid Services (CMS) announced the monthly Medicare Part B premium for most beneficiaries will rise in 2024 to $174.70, a $9.80 or 5.9% increase from the $164.90 premium this year. In 2023, the premium for Part B fell for the first time in more than a decade, dropping from $170.10 to $164.90 for those retirees who aren’t subject to a high income surcharge, after spurting 14.5% in 2022. (Part B covers doctor’s services, outpatient hospital services, durable medical equipment and certain other items. Most beneficiaries don’t pay a premium for Medicare Part A, which covers inpatient hospital care.) See the full article here: https://lnkd.in/gXcgAiMW #wealthadvisor #wealthprotection #wealthmanager #wealthmanager #wealthplanning #investor #investorswanted #investors #investments #investmentmanagement #wealthmanagement #investment #rma #money #ria #registeredinvestmentadvisor #investmentadvisor #investmentadvisors #investmentadvisory #retirement #newyear2024 #goals #socialsecurity #taxes