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Empowering Women in Retirement
The United States has made some huge strides toward equality in the past several decades, but women still face unique challenges when it comes to retirement. Th…
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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Tax Guides for Phoenix Retirees
If you’re a retiree, your income may be largely or entirely derived from specific retirement savings tools you invested in during your working years. Common exa…
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What, When, Who and How? The Social Security Decision
Have you and your spouse discussed when you’ll begin claiming your Social Security benefits? Do you know how much SSI you’ll receive each month and the potentia…
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Checklists for Tax Day
The basic steps for preparing taxes ahead of Tax Day, whether you’re still working or retired, should include: Gather all necessary tax documents, such as W-2s …
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What Are the Different Stock Exchanges in the US?
The two biggest exchanges for trading equities in the United States are the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Au…
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Give the Greatest Gift to Your Family by Establishing an Estate Plan
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…
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Eight Retirement Mistakes to Avoid
Saving for retirement is one of those tasks that is simple to do yet difficult to master. Choosing automatic contributions in an employer-sponsored retirement p…
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Three Pillars of a Successful Retirement
The retirement planners at Fullerton Financial Planning believe there are three separate pillars that are vital to a stable, long-lasting retirement plan. These…
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Products to Leverage for a Successful Retirement
Traditional retirement savings products fall into one of four categories: annuities, investments, retirement accounts and life insurance. Each type generates an…
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Traditional 401(k) Allocation Options
If you’re eligible to save in your employer’s 401(k) plan, you might have questions about your allocation options. While 401(k)s are significantly simpler than …
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What Does It Mean to be a Beneficiary?
A beneficiary is the person who is chosen to receive the proceeds of a trust, will or insurance policy. These legal documents or contracts will name one or more…
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Should You Use Your Employer Sponsored Retirement Savings Plan?
If you’re a current retirement saver or you’re starting to look at your options, you may have seen articles about the ongoing debate between self-directed indiv…
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