March 18th – Education Corner – ABLE Accounts for Loved Ones with Disabilities

Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan, created to help parents save for a child’s higher education. Like 529 plans, ABLE accounts are run by states rather than the federal government. These plans emerged after […]

Monday March 16th – This Week on Wall Street – Volatility Continues

The Week on Wall Street Markets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden drop in oil prices. The Dow Jones Industrial Average fell 10.36%, while the S&P 500 declined 8.79%. The Nasdaq Composite index slid 8.18% for the week. The MSCI EAFE index, […]

Avina Financial – LifeStyle Weekly

“You are never too old to set another goal or to dream a new dream.” – C.S. Lewis Knockout Spicy Chicken Strips Serves 4-6 Ingredients: 1½ lbs. chicken, cut into small strips Cooking spray 1 cup all-purpose flour 1 Tbsp. salt 3 large eggs, beaten 3 Tbsp. your […]

March 11th – Education Corner – Your Extended Care Strategy

Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could cost so much? According to the AARP Public Policy Institute, a year of in-home care costs a senior roughly $33,000. A year at an […]

Monday March 9th – This Week on Wall Street – Rallies and Retreats

The Week on Wall Street Heightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week. The Dow Jones Industrial Average improved 1.79%; the S&P 500, 0.61%; the Nasdaq Composite, 0.10%. Outside the U.S., developed equity markets tracked […]

Avina Financial – LifeStyle Weekly

“Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert Einstein Curry in a Hurry Serves 2 Ingredients: 2 Tbsp. vegetable oil 2 large diced onions Salt and pepper 2 tsp. curry powder 1 can coconut milk, unsweetened 1½ pounds of […]

March 4th – Education Corner – Ways to Fund Special Needs Trusts

If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your […]

Monday March 2nd – This Week on Wall Street – The Virus Becomes the Focus

The Week on Wall Street Stocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending. The selloff became a correction for the U.S. markets. The S&P 500 retreated 11.49%; the Dow Jones Industrial Average, 12.36%; the Nasdaq Composite, 10.54%. The MSCI EAFE, tracking […]

Avina Financial – LifeStyle Weekly

“What you get by achieving your goals is not as important as what you become by achieving your goals.” – Zig Ziglar Salmon Teriyaki Serves 2-4 Ingredients: 2 Tbsp. soy sauce ¼ cup water 1½ Tbsp. brown sugar 1 tsp. garlic, minced 1 tsp. ginger, minced 2 tsp. […]

February 26th – Education Corner – The Major Retirement Preparation Mistakes

Much is out there about the classic financial mistakes that plague startups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet, whether they result from ignorance or fate, we need […]