Blog Posts
The Invention of Retirement
It’s a scene that was forever burned into my mind. Not because it was some shocking incident that scarred me, but instead because it was an epiphany that really hit home. We were on the preliminary leg of our Around the World gap year trip in 2013 when we rented a car to tour […]
How We Help with Investment Advising
There is no doubt you’ve worked hard to accumulate the savings you have, now it’s time to make your money work for you. When we take on new investment advising clients, we first take you through the financial planning process to ensure we fully understand the life you want to live and how we can […]
How Can Financial Planning Help You?
There is no doubt finding someone you trust is paramount to successful financial planning. It’s imperative your advisor has your best interests at heart and isn’t just selling products to make commissions.At Adventure Wealth Advisors, building trust is a priority, and that’s why we’re a fiduciary which means we have a legal obligation to put […]
CARES Act Highlights: Charitable Giving Tax Breaks
The 2020 CARES Act increases the deductions for charitable contributions. Find out how you can amplify your giving this year
Filling Out Your “With Love,” Form
Every year my annual term life insurance premium charge hits my credit card, I think, “oh yeah, I forgot I had that policy”. Considering I’m the person who set it up, and I still forget about it, how much do you think my wife knows about it?* It’s not uncommon for one person to […]