Scottsdale, Gilbert, & Goodyear:
(480) 990-3300
Tucson:
(520) 321-4100
Salt Lake City Area:
(801) 899-7600
New normal? Young adults and financial interdependence It’s a traditional assumption that part of becoming an adult means becoming financially independent. But an October 2018 study conducted by Agewave found that many young adults ages 18-34 are not economically independent – despite their adulthood. Many still rely on the financial …
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Prenup: To have and to hold …onto your assets Couple’s spend many hours planning and a significant amount of money on their wedding, but personal finances and protecting assets deserve just as much attention and planning. When both parties are in agreement on discussing their finances, reviewing credit reports, and …
Steps to a worry-free 401k rollover: The average American worker stays at a job only 4.2 years, and many had funded 401k accounts they’ve left with the employer’s plan custodian when they moved to a new job. Leaving retirement savings at multiple employers can create higher investment costs to keep …
Can Your Retirement Plan Pass a ‘Stress Test?’ In our working years, we work and save toward retiring someday, creating our retirement story. Our story may include daily golfing, living somewhere different, or participating in activities we enjoy each day that help to fill our minds with a picture of …
2018 Was a Great Year for Fraud 2018 was a record year for fraud in the U.S. and twenty-one other countries, according to Experian’s 2019 Global Identity and Fraud Report released earlier this year (February 2019). As the digital world advances, so does fraud. Today, digitization of services from banking …
Tax Planning and Your Investments ‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax payment errors. Financial advisors don’t provide tax advice but provide information on the tax consequences …
Women and Retirement: Planning for the Retirement Savings Gap As more boomers leave the workforce each day the future is uncertain for both genders when it comes to their retirement savings lasting their entire life. Many don’t know what to expect when it comes to rising health care costs, increasing …
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Inheriting an IRA? Here’s What You Need to Know Inheriting from someone is a wonderful gift, but when it comes to securities assets, namely IRAs, different rules apply to non-spouse beneficiaries. IRS rules designate what the beneficiary can do with the IRA and how distributions must be taken. The laws …
Financial Planning After Losing a Spouse Losing a spouse, whether through death or divorce, can be devastating emotionally and financially. The loss can take months or even years to recover since there is no way to prepare for death or divorce even when spouses have discussed contingencies with each other …
Insuring for Your Level of Wealth Insurance is not always an exciting topic to talk about, but financial planners are well aware of the risks their clients can face when they are underinsured. Whether it is homeowners insurance or life insurance, the different types of risks people face can easily …
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