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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…
Welcome to Our Financial Tips Blog
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Reviewing Retirement Income Plans and Budgeting Strategies
Performing periodic reviews of retirement income plans and budgeting strategies is beneficial for most retirees and savers nearing retirement. Whether you’re pr…
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Updating Your Investment Portfolio to Align with Retirement Goals
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…
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Challenges Faced by Family Businesses and Closely Held Enterprises in Transitioning Ownership and Management to the Next Generation
Owners of family-founded and family-run businesses in Arizona face a variety of challenges while building and growing their business. Remaining competitive, sta…
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Optimizing Tax Strategies for High-Net-Worth Individuals
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…
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Planning for Long-Term Care During Retirement
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 …
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Understanding Healthcare Costs in Retirement and How to Manage Them
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…
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How to Create a Comprehensive Plan for Longevity and Healthcare Costs
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…
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Managing Healthcare Costs: A Key Component of Retirement Success
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…
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What You Need to Know About Long-Term Care Costs
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…
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Strategies for Retirees Focused on Guaranteed Lifetime Income
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…
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Tax-Efficient Retirement Planning
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…
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