Aventus Investment Advisors - Naples, FL

07/04/2021

Happy Fourth of July! All of us here at Aventus hope you are able to celebrate the independence of our great nation in the company of friends and family.

We hope you have a wonderful Fourth of July full of fun, lots of barbecue, and fireworks! 🎆

06/21/2021

Are you starting to think about retirement? See what your next steps may be.

Retirement planning means ensuring your financial security during your golden years. With the right tools and knowledge, you can create a future you will love.

06/21/2021

12 Estate Planning Must-Dos.

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so

06/21/2021

12 Estate Planning must-dos from a financial perspective.

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so

06/18/2021

Financial News - June 18th 2021

This financial news report is provided by Aventus Advisors for the week of June 18, 2021. It is for informational & educational purposes for our clients.

06/14/2021

Get a better understanding of the difference between a Roth IRA and Traditional IRA.

Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide what’s best for you.

06/10/2021

Congratulations to all the new graduates! Here are a few beneficial tips you may need going into this next chapter.

Here would be my financial advice to new grads

05/05/2021

Many taxpayers are required to pay at least 90% of their taxes before the due date–May 17, 2021 for 2020 taxes. Use this guide to know how Covid-19 affected that.

Many taxpayers are required to pay at least 90% of their taxes before the due date–May 17, 2021 for 2020 taxes. Use this guide to know how Covid-19 affected that.

05/03/2021

Did you own cryptocurrencies during 2020? Check out this guide to the tax rules on owning cryptocurrency.

The IRS says cryptocurrencies like bitcoin are investment property, not currencies. This year’s tax-form change shows the agency is cracking down on crypto investors who are skirting the rules.

04/28/2021

The 2020 tax deadline is approaching. Have you filed your taxes yet?

The expansion of the standard deduction and repeal of the personal exemption are affecting millions of Americans.

03/24/2021

Do your kids understand the importance of investing? Check out this article that details how to teach your kids about investing and helping them get an early start.

Investing isn't just a luxury reserved for adults; kids can get in on the financial rewards, too.

03/16/2021

Are your adult children returning home after college? Check out this article on how to handle finances if they do.

If you are providing support to an adult child and you aren’t sure if you can afford to do so, you may want to check in with a CFP® professional to be sure you are on track. Use the Find a CFP® Professional tool to locate an advisor.