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Tax-Efficient Withdrawal Strategies for Retirement Income
Strategic withdrawals may help minimize your tax burden, preserve retirement savings, and maintain steady, dependable income throughout your golden years. Devel…
Welcome to Our Financial Tips Blog
We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.
Whether you're preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.
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The Tax Deductions and Credits Available to Retirees in Arizona
The U.S. and Arizona tax codes are extraordinarily complex, with hundreds of potential deductions and credits available to taxpayers. Which strategies will be m…
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Preparing Required Documents for Filing Taxes and Avoiding Common Mistakes
Preparing Required Documents for Filing Taxes and Avoiding Common Mistakes Filing your taxes can be overwhelming, especially when your income comes from a combi…
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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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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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