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Developing a Strategy for Long-Term Retirement Income
Retirement planning isn’t just about saving—it’s about ensuring those savings last. A sustainable retirement income plan helps ensure financial security by bala…
Welcome to Our Financial Tips Blog
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Managing Withdrawals During Market Downturns
While no one likes to see the value of their 401(k) or IRA decrease, market downturns are far more worrying for current retirees than workers. Those nearing ret…
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General Tax-Saving Moves for Retirement Savers Before the Tax Deadline
The tax deadline is quickly approaching, but retirees and retirement savers still have time to take advantage of deductions and tax-saving opportunities. Whethe…
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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…
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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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What Is an Asset Protection Trust?
Asset protection trusts, which are usually irrevocable trusts, can be used to protect assets from creditors and legal judgments. The irrevocability is often cru…
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Is Your 401(k) Protected in Bankruptcy?
Yes, the Employee Retirement Income Security Act (ERISA) protects 401(k)s from creditors after a bankruptcy. One of the provisions of the Act prevents creditors…
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Which Assets Should or Should Not Be in a Trust?
The list depends on the account or property type as well as the attributes of your trusts and estate. Some assets and financial accounts of value are designed t…
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Investment Sectors to Watch in 2024
Which sectors are best for your investment dollars in 2024 will be highly dependent on who you ask and how the year progresses. If you have questions about how …
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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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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 …