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Why You Should Look at Optimizing Your Portfolio for 2024
Defensive Positioning and Early-Cycle Recovery As we approach a potential economic slowdown, adopting a more defensive portfolio position may be advisable for s…
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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Can I Keep My Current Doctor When I Transition to Medicare?
The transition from private or employer-provided health insurance to Medicare is a pivotal juncture for people nearing or entering retirement. Many older Americ…
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What Is Not Covered by Medicare?
There are four different Medicare “Parts,” each of which offers different types of coverage. Medicare Part D only covers prescription medications and is typical…
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What Are the Differences Between Medicaid and Medicare?
Both Medicaid and Medicare were established on a federal level through the Social Security Amendments of 1965, which were initially signed into law by President…
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Am I Allowed to Have Other Insurance While on Medicare?
Yes – but for the most part seniors who are eligible for Medicare can find comprehensive and competitively priced health insurance within the Medicare framework…
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Who Is Usually Eligible for Medicare?
Most U.S. citizens become eligible for Medicare when they turn 65. They are typically automatically enrolled in Medicare Part A once they begin receiving Social…
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What Exactly Is Medicare?
Although nationalized health insurance was initially proposed as far back as 1945 (by then president Harry Truman), it wasn’t until 20 years later that Lyndon B…
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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…
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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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