Scottsdale, Gilbert, & Goodyear:
(480) 990-3300
Tucson:
(520) 321-4100
Salt Lake City Area:
(801) 899-7600
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 …
Qualified Longevity Annuity Contracts: Making Your Money Last. Among the primary concerns people have as they approach retirement is, “How long will I live and will my money last?” In addition to traditional retirement savings such as employer-sponsored retirement plans, there’s now another type of retirement account that guarantees you …
Read moreQualified Longevity Annuity Contracts: Making Your Money Last
Safeguarding Your Personal Information: Online and Offline. Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose us, we are doing it to ourselves without being aware. Each time we …
Read moreSafeguarding Your Personal Information Online and Offline
Do You Understand Your Employee Benefits? As we approach the end of 2018, many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are the same and understand each is crucial to making an informed decision. Ask your …
Your ‘To-Do’ List: Schedule a Fall Financial Review. Scheduling a fall financial review is especially important this year due to the Tax and Jobs Act and impending market changes. We’ve been enjoying an overall robust stock market and seeing some recent volatility, which makes now a prime time to meet. …
Read moreYour ‘To-Do’ List: Schedule a Fall Financial Review
How is my social security calculated? Social Security is calculated using your 35 highest paid earnings years and then averaged using the benefits calculation formula. You must have worked full time for at least 10 years to qualify for any social security retirement benefit. Currently, full retirement benefits age is …
Read more5 Questions Answered: Social Security Retirement Benefits
Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens of Wall Street shocks. Wall Street has seen 56 pullbacks …
In light of the past week activity in the market, we wanted to share a short update. Amazingly 6 trading days ago the U.S. Markets were trading at all-time highs. With today’s selloff, the S&P 500 is now down approximately 5% from those all-time highs. Many of the salient points …
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