Avaii Wealth Management

We’re grateful to share that Avaii Wealth Management has made the Top 5 in the Best of the Valley Community’s Choice Awards in the Finance – Financial Planning Services category.

Thank you to everyone who helped support us through the nomination round.

Voting for the final round is now open, and we’d appreciate your support. You can vote once per day through May 18.

🗳️ Vote here: https://postcrescent.gannettcontests.com/2026-Best-of-the-Valley-WI-Communitys-Choice-Awards/gallery?group=544529

2026 Best of the Valley WI Community's Choice Awards Voting Ballot Check it out now!

Last week, we hosted a seminar on Artificial Intelligence and what it could mean for the broader economy.

Anna Nerys from BlackRock walked through how AI has evolved, where challenges are showing up, and what it could mean for markets going forward.

Thanks to everyone who attended!

Sometimes tax season isn’t just about filing—it’s about what you do next.

In this month's edition of Avaii Insights, Dave Jensen, CFP, MBA, explores what comes after you file—and how to turn your tax return into a tool for smarter financial decisions.

✅ How reviewing your tax return can uncover planning opportunities
✅ Why adjusting withholdings or estimated payments can create better balance
✅ Strategic ways to use a tax refund beyond short-term spending
✅ Contribution opportunities (like IRAs and HSAs) that may still be available
✅ How to approach tax-efficient investing throughout the year

🔗 Take a closer look: https://www.avaii.com/blog/now-what-smart-financial-moves-to-make-after-tax-season