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Avanti Shetye is a fee-only, fiduciary financial planner and founder of Wealthwyzr, LLC. She helps individuals and families simplify their finances and make confident decisions about retirement, taxes, and long-term security. Through education and thoughtful planning, Avanti empowers people to navigate life transitions with clarity and peace of mind.

Latest Posts By Avanti Shetye

2 months ago

Cash in Retirement: How Much Is Comfort – and How Much Is Cost?

Cash feels safe. After decades of saving and investing, retirement brings a natural shift. Many people find themselves wanting more stability, fewer surprises, less volatility. And cash – sitting quietly in a bank or money market account – delivers that feeling immediately…

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2 months ago

The Paycheck Is Gone – So Where Does the Money Come from Now?

For most of your adult life, the answer to that question was simple. Your money came from a paycheck. You showed up. You worked. You were paid. Taxes were taken out. Benefits were deducted. And what was left landed in your bank account like clockwork. There was a rhythm to it. In retirement, that rhythm changes…

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3 months ago

Retirement Isn’t a Financial Event – It’s a Life Transition

Most people think of retirement as a financial milestone. You stop working. Your income changes. Your savings become more important. And while all of that is true, it’s only part of the story. What often catches people off guard is that retirement is not just a shift in how money works…

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3 months ago

If You’re Retired but Still Anxious About Money, This Might Be Why

Retirement is supposed to feel like a release. You worked hard. You planned. You were careful. You did the responsible things. So, when people finally reach this stage, they often expect to feel lighter. More relaxed. More at ease. And yet, many don’t…

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