Advanced Wealth Strategies, Inc.

09/02/2026

09/02/2026

Starting a business? Building an estate plan to protect your family? The legal side of it all can feel like its own full-time job — one you didn't sign up for.

That's exactly what we're digging into with Jordan G. English, attorney at Williams, Knack & Burrows, P.C., in our next Professional Exchange. From business formation to estate planning to real estate and contract questions, Jordan's spent his career making the legal side feel a lot less overwhelming.

📆 Join us live September 15th at 12:30 PM
🔗 RSVP: https://www.advanced-wealth.com/events/professional-exchange-legal-guidance-for-families-and-entrepreneurs-with-j

Have a question for Jordan? Submit it in advance when you RSVP.

08/29/2026

Still on the SAVE student loan plan? You've probably felt the whiplash of the last couple years on this — pauses, lawsuits, "wait and see" updates that never quite resolved. We get it if you've tuned it out.

Here's what's actually worth 15 minutes: loan servicers started sending 90-day notices on July 1, on a rolling basis. Your deadline depends on when yours shows up, not one date for everyone.

No need to panic today. But no need to wait for the notice to make the decision for you, either.

Check studentaid.gov to see where you stand.

Call us if you'd like to talk through how it fits your plan. 📞

08/29/2026

What does a great travel advisor have in common with a great financial advisor? More than you'd think.

Last week, Aleia sat down with Vinal Desai Burbeck, founder of Wanderlark, for a Professional Exchange conversation that went way beyond packing lists. Vinal's philosophy: experiences build more lasting happiness than things — and the research backs it up.

Our favorite moment? A family trip to Italy where a last-minute train strike could have derailed everything. Vinal had a backup plan ready before it ever became a problem. As Aleia put it: "This is why people shouldn't do this alone."

Catch the full replay: https://youtu.be/FteI7JStAns?si=L-ujFmU2o_rPfTKt

🌎 It might change how you plan your next trip.

08/26/2026

🎉 Happy Birthday to our Director of Inspiration, Makai! 🎉

Whether he's leaving funny notes around the office, cracking everyone up at a client event, or dominating game night at our holiday party, Makai brings a spark to this team that's hard to put into words.

His motto fits him perfectly: "With the right tools, anything is possible."

Wishing you a birthday filled with fun, laughter, and plenty of cake, Makai! 🎂

Help us wish him a happy birthday in the comments below!

08/25/2026

AWS Smart Money Minute: August Tax Check-In 📆

By now, most of the guessing is over — you've got a real read on this year's income, bonuses, and investment activity. That's exactly the kind of clarity worth using while there's still time to act on it.

Worth a look right now:

• Your current tax bracket trajectory
• Opportunities to increase pre-tax contributions
• Capital gains exposure and potential offsets

Wait until November or December, and these options get narrow.

If it's been a while since someone looked at your full tax picture, let's put 20 minutes on the calendar.

Schedule a check-in with our team: https://www.advanced-wealth.com/contact-us

08/19/2026

Here's your Wellness Wednesday tip of the month!

08/17/2026

You heard about the Trump Account and figured it's just for newborns.

It's not.

Any child or grandchild under 18 with a Social Security number can have one — and the sooner it gets opened, the more years it has to grow .

Families can contribute up to $5,000 a year, tax-deferred. Born 2025–2028? Their account receives a one-time bonus $1,000 government deposit on top of that.

Curious how this account could set your family up for the long run? Comment "Head Start" and we'll follow up. 🌱