Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their marital status. Read on to better understand the strategies for maximizing your social security retirement benefits ..read more

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans will be financing your retirement. Read on to learn how to ensure tax efficiency in retirement ..read more

Procrastination is a common human behavior, which may seem relatively harmless, but it can impact your retirement plans and financial future. If you have been meaning to get around to addressing some part of your financial future, perhaps it's time to develop a strategy. Read more to learn how procrastination can affect your financial goals ..read more

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 deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers ..read more

Tax season is in full swing, but it is not too late to take adavantage of lesser-known tax strategies, such as tax-loss harvesting. Tax-loss harvesting entails taking capital losses to offset capital gains. Read on to learn more about tax-loss harvesting and how it can work for you ..read more

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Read more for the five most overlooked opportunities to manage your tax bill ..read more

We are happy to announce our new Director of Tax Planning and Strategy, Tyler Verstegen, CPA. He specializes in Tax Planning and Individual Tax Return preparation. For more information about Tyler and Avaii's tax services, check out our newest blog ..read more

When you invest, the common terminology says you're investing in "the markets" or Wall Street. But what do these terms mean, and how are markets defined? We review and explain the basics of four types of financial markets ..read more

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know ..read more