News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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General
The Perils and Possibilities of Self-Employment
More people are choosing to become self-employed with one in three Americans leaving their jobs to go on their own. According to a twenty-year Harvard University Study republished in November
February 1, 2019
Taxes
Looking Ahead: The Tax Cuts, Jobs Act, and 2018 Income Tax Filing
This is the first tax filing season since the Tax Cuts and Jobs Act (The Act) was passed. Even though 2018 is over, there are tax planning strategies you should
February 1, 2019
Investing
High Income, High Financial Planning Risk?
Despite having a high income from owning a business or being an executive, these individuals can experience retirement savings problems. They have missed savings opportunities or put off financial planning.
January 1, 2019
Investing
Financial Planning for a Couple’s Age Gap
Couples usually don’t retire at the same time when they have an ‘age gap’ between them. An age gap relationship is one where there is eleven or more year’s age
January 1, 2019
General
New Year, New Financial Resolutions?
The start of a New Year is the time when most people decide to implement changes in some areas of their lives. Whether it is health or money related, starting
January 1, 2019
Video
3rd Annual Charity Golf Tournament
Golf for a good cause?! We are there! Check out our 3rd Annual Charity Golf Tournament highlights from December 17, 2018, benefiting the Sojourner Center of Arizona. Our clients and guests
December 21, 2018
