Blog Posts
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 […]
Gap Year Planning
“Gap year” is a common term across most of the world, especially Europe, where many people take a year off after formal education to travel the world. It’s a chance for people to experience the world before settling down into their careers and lives. However, it’s not a common term in the US because most […]