Wealth Management | Avizo Group

A desktop with a piggy bank and three sticky notes that say "IRA", "ROTH" and "401(k)

Financial Advice

SECURE Act 2.0: Roth Changes

In 2019, the Setting Every Community Up for Retirement Enhancement

October 24, 2023

A piece of paper that says RMD Required Minimum Distributions

IRA

Retirees: You Can Give to Charity through a QCD from your IRA RMD

Retirement-age individuals and couples may discover that they do not

December 27, 2022

A light blue background with years going in a diagonal line - most are grey but 2023 is white.

2023 Benefit Plan Limits

2023 Benefit Plan Limits and Thresholds

The IRS has released Notice 2022-55, which provides the 2023

November 18, 2022

A photo of a one dollar bill lying in grass

Inflation

Inflation and the $1 Store

Inflation is on the rise, which makes the dollar “worth” less. Meet with a Wealth Management advisor to learn all your options.

July 14, 2022

A photo with a light blue background, a notepad that says "HSA" next to a blue piggy bank and a stethoscope wrapped around them

Retirement

Use a Health Savings Account as a Retirement Strategy

An HSA is traditionally used to pay for health costs, but in this blog you’ll learn how to use it as part of your retirement strategy.

May 31, 2022

crypto

Reporting Cryptocurrency

The IRS is increasing its requirement to report cryptocurrency activity. Learn the various triggers and reporting requirements.

March 29, 2022

In the background, someone wearing a doctor's coat and stethoscope and in the foreground, they are placing a top block onto a pyramid of wooden blocks, all with different medical icons on them, such as a bandaid, a wheelchair, a drop of blood, etc.

IRA

Medicare Premiums in Retirement: 3 Income Streams to Consider

Last week, we shared information about how Medicare premiums increase

December 8, 2021

a several 100-dollar bills fanned out with a torn white piece of paper on top with the word "medicate" written out in Times New Roman font

High-Income Retirement Strategy

What you Need to Know About Paying Medicare Premiums in Retirement

We all know there are multiple items to consider before

December 1, 2021

Paper with numbers on a desk, glasses to the left, a plant in the background, a pen to the right and three wooden blocks in the middle with the letters "I" "R" "A"

IRA

IRA Withdrawals that Escape the 10% Tax Penalty

This article explains 9 ways to withdraw IRA funds that will escape the 10% tax penalty.

November 10, 2021

a checklist of insurance including life, health, business, auto, house, and travel

Estate Planning

Is Term Life Insurance for You?

Whole life insurance is an option for those who both want a flexible plan and guaranteed payout upon their passing.

September 29, 2021

Articles by Avizo

As a team, we’re dedicated to continuous learning & developing our expertise.
While we occasionally ask a community/business partner to share their expertise on our blog,
you’ll find the content is primarily written in-house by our team of professionals.