Setting Meaningful Financial Resolutions for the New Year
New Year’s resolutions don’t have to focus solely on physical health and wellness. Gaining a better handle on your current financial situation and charting a pa…
New Year’s resolutions don’t have to focus solely on physical health and wellness. Gaining a better handle on your current financial situation and charting a pa…
Performing periodic reviews of retirement income plans and budgeting strategies is beneficial for most retirees and savers nearing retirement. Whether you’re pr…
Whether you’re a current retiree or a saver nearing retirement age, the beginning of a new year may present the ideal opportunity to analyze your portfolio posi…
Owners of family-founded and family-run businesses in Arizona face a variety of challenges while building and growing their business. Remaining competitive, sta…
Federal and Arizona State tax law is complex, with a diverse variety of deductions and credits that taxpayers of different types can potentially leverage to the…
It can be tempting for savers to get caught up in the monetary value of their savings while failing to fully account for individual aspects of their retirement …
If you haven’t consulted with a financial advisor about healthcare costs in retirement, you may benefit from a discussion with the team at Fullerton Financial P…
Longevity is an essential variable in any retirement planning calculation. It’s also one of the most difficult figures to accurately predict. Like with inflatio…
There’s no one-size-fits-all solution to managing healthcare costs in retirement. Retirement savers and current retirees may be able to shield themselves from t…
Long-term care planning is an indispensable aspect of retirement planning. Current analysis suggests seniors turning 65 today have a 70% chance of requiring lon…
Although there are many potential options for earning a steady income stream in retirement, very few of them are truly guaranteed. Many retirement savings tools…
Determining a baseline for retirement savings in the United States is difficult due in large part to the nation’s diversity. A host of variables, from age and l…