Scottsdale, Gilbert, & Goodyear:
(480) 990-3300
Tucson:
(520) 321-4100
Salt Lake City Area:
(801) 899-7600
GDP: Does It Affect Your Portfolio? Gross Domestic Product (GDP) is the total of everything produced in a country, even if it is made by a foreign company or foreign workers within a country’s borders. GDP counts the final value of a product, but not the parts that go into …
Planning for the Long Haul: Is Your Plan for Retirement Bullet Proof? The good news is we are living longer, but the bad news is that having irregular employment, higher health costs and the premature depletion of retirement assets is becoming a reality for many Americans. Despite plans for retiring …
Read morePlanning for the Long Haul: Is Your Plan for Retirement Bullet Proof?
When Your Child Inherits For many parents, planning to leave their estate to their children is a common practice. There are many things to consider when planning to leave your children an inheritance, but the complexity increases when your child is beneficiary to someone else’s estate. What happens when the …
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 2018, the top reasons many are leaving stable employment is wanting more control over …
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 think about before you file and plan accordingly …
Read moreLooking Ahead: The Tax Cuts, Jobs Act, and 2018 Income Tax Filing
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. Often they assume that everything will work out with their retirement plan, and it …
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 difference between them. Age gap relationships are becoming more common as people are …
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 the New Year off with a plan feels good! According to research from YouGov Omnibus, …
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 donated toys and more to brighten the holidays for those affected by domestic violence. While we’re still working on the …
New IRS Changes for Retirement Plans in 2019: The IRS announced last month in November cost-of-living adjustments to limits on contributions to retirement plans for 2019. There hasn’t been an increase in some plan types since 2013, which is why now is a great time to take advantage of maximizing …
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