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…
Owners of family-founded and family-run businesses in Arizona face a variety of challenges while building and growing their business. Remaining competitive, sta…
Asset protection trusts, which are usually irrevocable trusts, can be used to protect assets from creditors and legal judgments. The irrevocability is often cru…
Potentially yes – in two important ways. First, the extra income you earn during those final working years can go toward savings and help sustain you in retirem…
Are you an adult with a checking account? Congratulations, you have an “estate.” One of the most common misconceptions about estate planning pertains to who nee…
When investors or advisors refer to dividend stocks, they’re usually referring to specific companies and shares that regularly pass a significant percentage of …
A 401(k) is a retirement savings plan facilitated by an employer and managed by a third-party financial institution. Employees choose what percentage of their i…
Life insurance can be leveraged to mitigate investment risk and can provide multiple tax-efficient strategies for your retirement plan. Typically, when we think…
70% of people don't even have a will. our primary goal throughout your working years is to support yourself, your family, and to create a lifestyle that also le…
Estate planning can be an overwhelming process. It’s rife with deeply personal issues and designations that can be uncomfortable at best, and wildly divisive at…
So, how can couples get on the same page about their finances so they can fully take advantage of their retirement? We have some ideas. Of all the things people…