Owners of family-founded and family-run businesses in Arizona face a variety of challenges while building and growing their business. Remaining competitive, staying ahead of market trends, and constantly adapting to the changing demands of consumers can keep business...
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 their benefit. The types of income a person earns, the value of an earner’s assets, and the categories of...
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 needs. Failing to think ahead about health insurance, life insurance and contingencies for long-term care...
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 Planning. Medicare and Medigap Coverage Options Every worker who has paid Medicare taxes for at least 10...
Longevity is an essential variable in any retirement planning calculation. It’s also one of the most difficult figures to accurately predict. Like with inflation, retirement savers can make informed assumptions about their longevity and build in contingencies for...
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 the destabilizing financial effects of unexpected healthcare costs by pursuing a multi-faceted approach that...
