AVID Chat #58: The Value of Systems
At AVID Planning, our goal is to automate our financial systems so that they run without you having to give any brainpower to them. So often, we see investors making a lot of manual decisions with their money.
At AVID Planning, our goal is to automate our financial systems so that they run without you having to give any brainpower to them. So often, we see investors making a lot of manual decisions with their money.
Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.
The AVID team needs your help! AVID Chat #60 is quickly approaching, and as we look ahead to 2022, we’d love to hear your feedback. Our goal is to always be improving the AVID experience for clients, colleagues, and friends. In this short survey, we’re asking you to anonymously let us know what type of topics you want to hear more about, what sort of content medium you prefer, and how often you’d like to hear from us.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Wondering what the price of gas has to do with picking stocks? Tune in to AVID Chat #56 when we talk about inflation, investing, and more.
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.