How We Think
Latest information and advice from Avant Financial Advisors.
Marriage & Money: Part 1
Hey everyone! It’s Kaimey here today, Scott’s wife. In honor of Valentine’s Day, we thought we’d do a fun two-part series this week on Marriage and Money. So I’m taking…
Circle of Trust
You guys remember the movie, Meet The Parents? It’s one of my favorites and is still funny every time I see it. I was thinking about the scene when Greg…
Too Much Cash
It is definitely a first world problem. Too much cash. Many people wish it was one of their problems. It’s a good one to have if you have to pick…
Planting Trees
Kaimey and I recently built a new house and have been slooooowly working on the landscaping around our property. We finally have several trees planted, and some are fruit trees.…
Planning for Retirement: All About Roth IRAs
Retirement is one of the most exciting stages of life. We all look forward to it and dream about what it looks like the closer it gets. Will we travel…
The Path to Freedom
2019 is here! It’s a new year, a clean slate, a blank canvas. Opportunities for self-improvement abound, new goals are set in place, “become less of this and more of…
Charitable Giving Strategies
I had a new client come to me one time with a big problem. A big, $135,000 problem. The problem’s name was taxes. He had sold a piece of land…
Spending Where You Want
One of the things I hear clients say all the time is, “We just don’t know where our money goes!” It’s easy to identify with them. It’s amazing how fast…
Benefits of a Health Savings Account
December is always a fun and busy time for our family. There is so much to do! Kaimey is busy decorating the house, buying gifts, planning parties and menus, coordinating…
Getting Behind the Wheel
The process of buying a new car can be exciting and also stressful. Maybe you know exactly what you want, the make, model, color, and all the bells and whistles…
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Your money should be a tool to help you accomplish your life’s dreams. Not a point of stress. We specialize in taking the complexity of your financial life and organizing it into easy-to-understand points.
