Where Tax & Retirement Planning Come Together
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Millennial Investing 101 – Part 1
*This is part one of a two-part blog post. "The intention is to help the children and...
How We Manage Risk
Mitigating or managing stock market risk prior to and after your retirement is an important step...
Financial Planner or Advisor? Which is right for you?
Do You Need a Financial Planner or Financial Advisor? Which is right for your needs at this time?...
Tips On Evaluating Your Retirement
I recently met with a couple who were told by their current financial advisor that they only had a...
Millennial Investing 101 – Part 2
This is part 2 of a blog post intended to grow the financial knowledge base of the children and...
What to Expect as Tax Act of 2017 Ends.
TAX ACT 2017 coming to an END! What Does is mean? With the likely potential “sunset” or expiration...
The Tax Client and the Retirement Evaluation
What to Expect in a Retirement Evaluation Continue to read to learn about what happens in a...
Mitigating Further Stock Market Losses
Inflation and the federal reserve’s actions to rein it in have combined to make 2022 one of the...
Why You NEED a Second Opinion
I recently met with a couple who were told by their current financial advisor that they only had a...
Protecting Yourself from Stock Market Losses
How an Annuity Can Protect Against Stock Market Losses With the stock market volatility we’ve seen...
Retirement Lifestyle – What To Do
What To Do In Retirement Retirement is what you make it. It can be enriching and relaxing, or...
Did Early Retirement Sneak Up on You?
Did Early Retirement Sneak Up on You? These are challenging times for so many people. COVID-19...
Give Your Children or Grandchildren a Very Special Gift
Give Your Children or Grandchildren a Very Special Gift I was recently approached by a prospect...
Retirement Planning during COVID19
With Arizona’s COVID-19 cases spiking and another mandated shut down, you may be wondering what...
COVID-19 and Your 401(k)
The financial crisis that has come with COVID-19 has taken a significant toll on the balances of...
Why Attend a Class on Social Security
For the past four years, we have been teaching a class about social security. You might be asking...
Protect Your Retirement with Layers of Safety
If you are at or near retirement, the recent trend of stock market volatility could be a...
How to establish a tax-free retirement
Taxes, Taxes, Taxes. None of us like to hear that word, especially in retirement, but it’s...
What is the Stock Market Doing?
Did you see what happened to the stock market this week? Was it up or was it down? More...
What is Wrong with Mutual Funds?
Mutual Funds with Marc Montini While reviewing a prospective client's existing portfolio, it...
Retirement and Baby Boomers
Baby Boomers is the nickname for the generation of people born between 1943 (or 1946) and 1960 (or...