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Teaching Kids About Debt: Understanding Borrowing and Interest Rates
One of the most valuable gifts you can give to your children costs you nothing but your time and guidance – financial literacy. Explaining things like debt, bor…
Welcome to Our Financial Tips Blog
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Trusts and Other Tools You Can Use to Protect Your Family’s Wealth
There are many Phoenix-area workers and soon-to-be-retirees who understand the often precarious nature of generational wealth. If you’re experiencing restless n…
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How Annuities Fit Into Your Retirement Savings Plan
One of the few nearly universal desires held by a vast majority of Americans is to enjoy a worry-free retirement. Annuities are a unique long-term investment pr…
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Alternative Investment Vehicles for Phoenix Retirement Savers
Many investors, especially in times of uncertainty, rapid societal and financial change and inflation, seek out new or non-traditional avenues to grow or protec…
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The Five Asset Classes of Investment
Nearly all investments fall into one of five broad asset class categories: Equities (stocks) Bonds (fixed income) Alternative assets (i.e., real estate) Commodi…
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Investing Habits for Success: Strategies for Building Long-Term Wealth
There is no one-size-fits-all perfect retirement investment strategy. Although the destination of a stable, comfortable and worry-free retirement is universal, …
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Strategies to Avoid Unwanted Debts
Even the most financially stable households frequently struggle with debt, often because of life factors that are entirely out of their control or necessity. Th…
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Eight Steps to Prioritize Your Finances as You Head Toward Retirement
Eight Steps to Prioritize Your Finances as You Head Toward Retirement Virtually every aspect of investment management or retirement planning can be debated. One…
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What Does Diversifying Your Retirement Portfolio Mean For Your Retirement Plans?
Diversifying your retirement portfolio means spreading your investments across a variety of different asset classes, industries and geographical regions. For ma…
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What Is the Great Wealth Transfer?
The oldest members of the Baby Boomer generation — Americans born between 1946 and 1964 — are in their mid-70s. The youngest Baby Boomers are approaching 60. Ab…
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Do You Need a Financial Planner or a Retirement Planner?
When it comes to planning for your financial future, you can work with a variety of professionals. Two of the most common are financial planners and retirement …
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How to Start Planning for Healthcare Costs in Retirement
As we age, healthcare becomes increasingly important. Getting older means that some of our “original parts” start to wear out and need servicing or replacement.…
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