Insights Blog
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AVID Chat #64: How To Use Your Tax Return For Cash Flow Planning
Did you know that your taxes are an excellent “snapshot” of your annual spending and cash flow? You…
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How to Calculate Your Net Worth & Why It Matters
We hear a lot about net worth, but what exactly does net worth mean and why does it…
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AVID Chat #63: The Market Is Down. Now What?
When we initially sat down to record this episode, we had planned to do a 2021 market overview….
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Should I Refinance My Student Loans?
According to the US Department of Education, the total amount owed in federal student loans was $1.37 trillion…
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AVID Chat #62: Debt Snowball v. Avalanche
Want to pay off your debt this year? Looking for ways to stay on track as you move…
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College Funding Choices
How can you help cover your child’s future college costs? Saving early (and often) may be key for…
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AVID Chat #61: Can Money Buy You Happiness?
The age old question goes: Can money buy you happiness? In AVID Chat #61, we’re going to talk…
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Your Guide to Emergency IRA and 401(k) Withdrawals
Life is complex, and if you find the need to tap into your retirement savings account, you are…
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AVID Chat #60: Jack’s 2021 Cryptocurrency Experience
Have you ever wondered how a financial planner views cryptocurrency? To learn more about this type of currency…
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Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven’t already, now is the time to get prepared. Whether…
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AVID Chat #59: Reviews and Resolutions
Outline: 0:50 Self review 2:13 Why is it important to review previous goals set? 3:27 Understand that you…
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January Is National Financial Wellness Month
January Is National Financial Wellness Month January is Financial Wellness Month, a time to remind people to plan…