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Man in a graduation cap and gown
William Eastwood | May 20, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Elderly woman doing yoga in a park
William Eastwood | Apr 20, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two people having a picnic by a lake
William Eastwood | Mar 20, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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William Eastwood | Mar 8, 2022

Why Does the Beginning of 2022 Feel Different?

Retirement
Finance
Investments
Tax Planning
Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
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William Eastwood | Feb 20, 2022

Avantax Market Update - February 2022

Investments
Finance
Savings
Risk Management

In this month's video, Avantax Chief Investment Officer, Ivan Gruhl, provides an update and discusses the following topics:

  • Short-term Noise 
  • Current Challenges
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
William Eastwood | Jan 20, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
William Eastwood | Dec 20, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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William Eastwood | Nov 20, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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An exit sign in a modern office building
William Eastwood | Oct 20, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Grandmother and granddaughter knitting together
William Eastwood | Sep 20, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Row of townhomes
William Eastwood | Aug 20, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Woman writing in a paper planner with a pen
William Eastwood | Jul 20, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
 
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
 
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
 
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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