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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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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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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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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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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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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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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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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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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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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The United States is home to nearly 170 million women, with about 3.5 million of them living in Arizona. Not every woman will face identical retirement savings …
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There are many potential strategies retirees can utilize to safeguard their retirement savings while also maintaining an adequately liquid fund to cover unexpec…
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Asset protection trusts, which are usually irrevocable trusts, can be used to protect assets from creditors and legal judgments. The irrevocability is often cru…