Latest From Our Blog

We are happy to announce our new Director of Tax Planning and Strategy, Tyler Verstegen, CPA. Tyler attended St. Norbert College, graduating with a Bachelor of Business Administration in Accounting and Finance. He is a licensed CPA in the state of Wisconsin. Prior to joining Avaii, he worked in the tax department at a national public accounting firm. He specializes in Tax Planning and Individual Tax Return preparation. Tyler started at Avaii in September and continues to impress us! He is sharp, kind, and thorough.

When it comes to investing, the common terminology says that you're investing in "the markets" or Wall Street. But what do these terms mean, and how are markets defined? Simply put, financial markets are where traders and investors buy and sell assets. Markets can be used as a way for businesses to reduce risk and raise capital. Through markets, investors can buy into these companies in a way that hopefully makes money. The benefits of financial markets in a capitalist economy are numerous, from bringing confidence to the economy and helping to fund entrepreneurial ventures to providing liquidity to businesses.1,2 Several types of financial markets can be invested in, including but not limited to stocks, bonds, derivatives, and commodities. We review and explain the basics of these four types of financial markets below.

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.

With Labor Day approaching, it’s time to start saying our goodbyes to summer. More than just an extra day off of work, it’s important to remember what Labor Day is really meant to celebrate. In addition to recognizing the hard work of our labor force, we’ll also explore five ways to improve your work-life balance. After all, there’s more in life to enjoy than just our careers.

Few things are more magical than enjoying the great outdoors, cooking up a delicious meal on the campfire, and falling asleep under the stars. But what about mosquitos? And the heat? And the lack of bathrooms? If the idea of camping appeals to you but you don’t want to give up the creature comforts you love at home, glamping might be the perfect summer escape for you. Glamping captures the spirit of camping but makes it more comfortable and enjoyable.

One of the most critical decisions you can make regarding your retirement is when you choose to claim Social Security. Deciding when to claim Social Security can make a difference in your monthly bottom line.