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.

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…

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…

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 …

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…

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…

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 …

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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