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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Avenue Advisors, LLC. on November 16th, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is always the best place to start.

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9 Important Details About Early Retirement Plan Rollovers

Submitted by Avenue Advisors, LLC. on November 9th, 2020

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

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  • Financial Planning
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What College Students Need to Know About Money

Submitted by Avenue Advisors, LLC. on November 2nd, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

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  • Financial Planning
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Retirement Success

Submitted by Avenue Advisors, LLC. on October 26th, 2020

Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. 

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  • Financial Planning
  • Retirement
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Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by Avenue Advisors, LLC. on October 12th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

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  • Financial Planning
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5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Submitted by Avenue Advisors, LLC. on October 5th, 2020

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And unfortunately, just as federal emergency benefits are starting to run out, signs of a second wave of the virus are looming—and some may even say it’s already here. 

Tags:
  • Defense
  • Financial Planning
  • Lifestyle
  • Tips
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Retiring as a Small Business Owner

Submitted by Avenue Advisors, LLC. on September 28th, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

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  • Retirement
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Preparing for an Early or Unexpected Retirement

Submitted by Avenue Advisors, LLC. on September 21st, 2020

More Americans are retiring earlier than you might think

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Should My Child Go Back to College This Fall?

Submitted by Avenue Advisors, LLC. on September 14th, 2020

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall. 

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Video: What To Do In A Crisis

Submitted by Avenue Advisors, LLC. on July 20th, 2020

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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