Aventus Investment Advisors

03/30/2026

At Aventus Advisors, we help you turn your financial goals into a clear, personalized plan. Start with our simple interactive Wealth Analyzer tool to see where you stand and explore strategies tailored to your goals. It’s a smarter way to plan, focused on clarity, confidence, and real progress.

Contact Aventus Advisors to build a plan around your goals:

Contact Aventus Advisors in Cornelius, NC to learn more about financial planning and wealth management. Connect with our advisors at all our locations today.

03/25/2026

You’re retired. Bills still show up, and now the question is: Which account should the money come from? IRA? Roth? 401(k)?

The honest answer: it depends.

Because the “right” withdrawal strategy is tied to your taxes, required distributions, Social Security timing, and what you want the next few years (and decades) to look like.

Here’s a helpful overview:

Jason List, a fiduciary financial advisor with Aventus Investment Advisors, helps Cornelius, NC, clients plan for confident retirements.

03/23/2026

Aventus has offices in three equally beautiful locations:
• Cornelius, NC
• Naples, FL
• Moultonborough, NH

We’re fortunate to have such diverse clients place their trust in us. Learn more about how we can help you: Aventus Locations.

03/18/2026

April 15th is almost here. Now is a great time to focus on your 2025 tax return if you haven’t filed yet.

Need help? Contact us today: aventusadvisors.com/contact-aventus-advisors

03/16/2026

Investment decisions and tax outcomes are interconnected yet often treated separately. When aligned, they create a cohesive financial plan that builds confidence.

We invest alongside our clients, focusing on transparency and education, helping them understand how their investment strategy fits within their overall financial picture for lasting success.

03/11/2026

If you read our weekly financial news updates, you’ll notice that the Consumer Price Index (CPI) is commonly mentioned. Essentially, the CPI tracks how prices change over time for a basket of everyday goods and services, such as housing, groceries, gas, and healthcare

Sign up to get our financial news in your inbox every Friday: https://aventusadvisors.com/financial-news-insights/

03/09/2026

Retirement brings something many people look forward to for decades: more time.

But having more time and knowing how to use it well are two very different things. The transition into retirement is about more than financial readiness. It’s about creating purpose, structure, and fulfillment in this next chapter.

Plan your finances so your time in retirement feels well spent.

03/04/2026

We hear this a lot: “Wow, I didn’t realize there were so many taxes in retirement.”

It’s a common surprise because retirement income doesn’t come from just one place, and not every income source is taxed the same way. Distributions from traditional 401(k)s/IRAs, pensions, part-time wages, and short-term gains are typically taxed as ordinary income, while Roth withdrawals and HSA distributions may be tax-free. Even Social Security can be taxable depending on your situation.

That’s why tax planning doesn’t stop when you retire. It just changes. Whether you’re still working or already taking withdrawals, having a mix of account types and an intentional distribution strategy can help you manage taxes over time (and can even affect Medicare premiums).

If retirement is on the horizon, it’s worth reviewing where your income will come from and what the IRS will take from each piece.

03/02/2026

Have you ever wondered what questions you should be asking a financial advisor? Some great questions to ask are:

• How do you get paid?
• Who holds my money?
• What other services are included beyond investment management?
• How often do we review strategies?

02/25/2026

In retirement, make a plan that gives you clarity and confidence. Adjusting your distribution strategy over time and considering taxes and inflation is key. We help clients minimize taxes and maximize after-tax returns for a confident financial future.

Contact us today: aventusadvisors.com/contact-aventus-advisors

02/23/2026

The happiest retirees are those retiring to something, not from something. If you’re escaping work or feeling pressured to retire, it may affect your retirement experience. But if you're excited to travel, spend time with family, or pursue passions, your retirement will likely be more fulfilling and joyful. Embrace the right mindset for a happier future!