by Angela Sorensen | Oct 7, 2021
On October 1st, the window to opt-out of Washington State’s Long-Term Care Tax opened. If you have purchased a private long-term care policy, you should start the application process soon. The website has been overwhelmed with visito...
by Ajay Patel | Aug 23, 2021
Here is what is causing it and how it will affect you
It is hard to ignore the painfully expensive cost of just about everything nowadays. Many people point to the sudden 3 trillion-dollar printing spree by the federal government during the pandemic. This answer does in fact seem like the knee-jerking economist explanation. Printing 35% of all US currency in 10 months would lead to a lot of inflation, right...
by Contributing Author | Aug 3, 2021
Health Savings Accounts (HSA) are traditionally thought of as a tool to save money for out-of-pocket medical expenses. Many people do not fully understand how an HSA can reduce future tax bills and many more do not think of it as an investment tool.
In this video I explain the tax-saving benefits and investment opportunities you should consider leveraging within your Health Sa...
by Nick Wright | Jun 23, 2021
[et_pb_image src="https://avieradvisors.com/wp-content/uploads/2021/06/[/The WA Long-Term Care Trust Act (T...
by JP Osseward | Apr 20, 2021
These books helped to shape my worldview and are an excellent complement to “conventional” textbook learning. There are numerous other books that might have made this list; I’m sure other people will argue that I missed this book or that book (Great! I’ll put them on my reading list...
by Miao Yu | Feb 23, 2021
This question is one we hear a lot from clients: “Why do I want to hold non-US equities in my portfolio? I know more about US companies and feel more confident about their performance over international equities.”
It goes without saying that the US is home to some of the most successful companies in the world: Apple, Microsoft, Amazon, Google, Facebook, Berkshire Hathaway, to name just a few. The holdings for the top ten US companies have ...
