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Your money fuels your life, allowing you to live comfortably, have meaningful experiences, and support loved ones. On the flip side however, you may lack the means to afford certain luxuries and accomplish lifelong goals, like paying for a child’s education, traveling to bucket-list destinations, or simply having a peaceful retirement. While you may have previously taken a look at your financial picture, your circumstances and even your goals will change and evolve over time. Reviewing your finances on a regular basis enables you to adjust your strategies, review your objectives and make sure you’re on the right track. If you have yet to take diligent steps to organize your finances, it’s never too late to start. Follow these five simple steps to make the most of your money — and start on the path towards your goals.

In July of 2019, the House passed a new bill titled the “Setting Every Community Up for Retirement Enhancement Act,” or SECURE Act.1 The Senate approved the bill on December 19, 2019, and it was signed into law on December 20 by President Donald Trump. This sweeping bill offers several adjustments to our current laws surrounding saving and preparing for retirement. It affects people both in retirement and those still working. The SECURE Act is poised to: provide more part-time workers with the opportunity to participate in an employer-sponsored 401(k) plan, adjust the age caps on traditional IRAs and increase access to tax-advantaged retirement savings accounts. It also has significant changes should you inherit an IRA from someone other than your spouse. Below we’re outlining the most prominent changes of this new act and how they may affect your own retirement to expand on the email newsletter we sent out to all of our clients at Avaii Wealth Management.

What shapes us? Our personalities and values build our culture. These factors are what drive who we work with, how we serve them, and what content we share. Who We Serve? Let’s start with who we serve. As a team, when we put our heads together and talked through commonalities of our clients, we found they had a lot in common. They might not be the same age or from the same place--some have big families, some small, there’s a healthy mix of married, single or divorced, men and women, doctors, nurses, small business owners, business professionals and laborers. Where their connections became apparent was in their values.

The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that "giving" goes beyond buying presents for loved ones and allows your family to experience the joy that comes from blessing others. This can be an especially valuable experience for children. Even better, doing something to help others as a family can bring your family closer together and your children get to see you modeling the behavior as well. We have 15 ways your family can serve others this holiday season all while you spend quality time together as a family.

Did you know there is a world of families out there that are traveling the globe FULL TIME?! You read that right - these families don't have a brick-and-mortar home; instead, they have prioritized traveling together and seeing the world - and their home might be an RV, a van, or whatever hotel or campsite they are staying in for the night. Just try searching "Full time traveling family" and you'll be shocked at how many families are out there doing this at this very moment. Since any travel can be cost-prohibitive, most people imagine that only those with extreme wealth can afford to travel full time. However, that is not the case. So, how do they fund their trips? Here are 6 of the most common strategies that full-time traveling families use. Even if you aren't looking to take the travel leap full time, keep them in mind when debating if you have enough to save for your next vacation.

When you were a child or young adult, there's a good chance that one of the major lessons you learned from a parent is the value of a dollar. As you get old enough to start managing your own bills and other living expenses, it's important to set your own financial goals to help protect your future.