by Fullerton FP | Jan 16, 2025 | Blog
Performing periodic reviews of retirement income plans and budgeting strategies is beneficial for most retirees and savers nearing retirement. Whether you’re preparing to retire or are already living on your retirement savings, the start of a new year may provide an...
by Fullerton FP | Jan 15, 2025 | Blog
Whether you’re a current retiree or a saver nearing retirement age, the beginning of a new year may present the ideal opportunity to analyze your portfolio positions and rebalance them for your current risk tolerance and time horizons. As you approach or navigate...
by Fullerton FP | Nov 13, 2024 | Webinar
by Fullerton FP | Oct 25, 2024 | Blog
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...
by Fullerton FP | Oct 24, 2024 | Blog
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...
by Fullerton FP | Oct 23, 2024 | Blog
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...
by Fullerton FP | Sep 19, 2024 | Blog
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...
by Fullerton FP | Sep 18, 2024 | Blog
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...
