Scottsdale, Gilbert, & Goodyear:
(480) 990-3300
Tucson:
(520) 321-4100
Salt Lake City Area:
(801) 899-7600
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 …
Financial Literacy in America: We Are Failing “Financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. Education on the management of personal finances is an essential part of the planning and paying for postsecondary …
Investment Advice Before Turbulent Times It is human nature to seek advice only when things aren’t going as planned or when some unforeseen situation arises. Take one’s health for example- some people routinely have an annual exam, while others seek medical advice only when they suspect a health problem and …
Are Early Retirement and Pension Buyout Offers a Good Deal for You? In today’s economy, offers of an early retirement buyout for a current employee or a pension buyout directed at a former employee are becoming common as companies look for ways to cut costs. Many large employers are offering …
Read moreAre Early Retirement and Pension Buyout Offers a Good Deal for You?
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 …
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