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Ages 35, 50 and 65: How Much Should I Have Saved?
Determining how much you should have saved for retirement at different points of your life can be difficult due to income fluctuations and the inherent subjecti…
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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What’s the Difference Between Life Insurance and Annuities?
Although annuities may be one part of a comprehensive retirement savings and estate plan, they’re not primarily intended to function as an alternative to life i…
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What Are Annuities and How Do They Work?
Annuities are unique retirement savings tools. The basic goal of an annuity is not all that different from other retirement savings options like a 401(k) or IRA…
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Why the SBA and SBIC are Important for Small Businesses
According to the Arizona Commerce Authority (ACA), there are more than 550,000 local small businesses in the state. They employ 44.5 percent of Arizona’s workfo…
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Weighing the Pros and Cons of Revocable vs Irrevocable Trusts
A key aspect of estate planning is your trust. How you decide to structure it can make all the difference. A trust allows a third party (a trustee) to manage as…
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The Benefits of an LLC and How One Can Impact Business Finances
When starting a new business, one of the first question that might arise, “What is an LLC, and do I need one?” A limited liability company (LLC) is one of the m…
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Why You’re Never Too Young to Start Thinking About Estate Planning
Estate planning is key to ensuring the security of your finances and personal assets in the future. It allows you to feel comfortable about what would happen to…
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What Are the Benefits of a 529 Account?
A 529 plan lets you invest post-tax dollars into an investment account where it can grow and be withdrawn for education expenses without paying taxes on the ori…
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What Are Differences Between Equity Trading and Bond Trading?
Equities and bonds can both be traded in essentially the same way, but ownership of each entitles investors to do different things. A bond is a loan that you ca…
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Spending Habits to Retire as a Millionaire
Start Young There are many people who don’t make six figures who can still retire a millionaire if they begin investing at a young age, maximize employer match …
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Is a Roth IRA or a Traditional IRA Better?
The best retirement savings account for you is highly dependent on your unique situation. Certain people may be better served by one option based on their incom…
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The Comparative Tax Advantages of Growth Stocks and Dividend Stocks
At a very superficial level, growth stocks have greater tax advantages than dividend stocks in that you only pay capital gains tax once you sell the stock. Capi…
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