Archives for: December 7th, 2017

December

Written by Auro WM on December 7, 2017

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.

November

Written by Auro WM on November 15, 2017

Wills and Trusts The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your […]

October

Written by Auro WM on November 15, 2017

What’s Your High-Net-Worth Personality? Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that helps maximize your ability to achieve your most important personal and professional financial objectives.

September

Written by Auro WM on November 15, 2017

The Road to Longevity: Living to 120—and Beyond? Medical technology can now identify risk factors in the human body long before they impact your health

Keep your business cyber safe

Written by Auro WM on April 24, 2017

In 2015, 43% of cyber-attacks worldwide were against businesses with less than 250 workers, according to cybersecurity firm Symantec.

The geography of taxes

Written by Auro WM on April 24, 2017

Just how taxing is your state? When it comes to taxes, are you aware of how your state measures up? The state you’re based in – and how taxes are assessed and applied there – can greatly influence your company’s finances. And tax climates can actually vary quite a bit from state to state.

Invest in your business

Written by Auro WM on March 9, 2017

A 401(k) may be just the way to do it According to an analysis by the Economic Policy Institute the median working-age couple has only saved $5,000 for retirement, and 70% of couples have less than $50,000 saved. Considering retirement can last 30 years or more, having a solid savings plan is crucial to everyone’s […]

Risk management demystified

Written by Auro WM on March 9, 2017

Find the right mix of coverage to live with confidence Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re talking insurance.

High priority on continuing education and participate

Written by Auro WM on March 5, 2017

Our primary focus is to help business owners with wealth management and business succession planning. With the environment ever changing and challenging for business owners, helping talented entrepreneurs plan and reach their financial goals is very rewarding for us. We love what we do and believe in having diverse, well-rounded lives, keeping up-to-date and improving […]

Auro Wealth Management is an independent firm under the umbrella of Raymond James.

Written by Auro WM on March 5, 2017

Our primary focus is to help business owners with wealth management and business succession planning. With the environment ever changing and challenging for business owners, helping talented entrepreneurs plan and reach their financial goals is very rewarding for us. We love what we do and believe in having diverse, well-rounded lives, keeping up-to-date and improving […]