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News/Blog
3 Tangible Asset Trends for 2021
Collectibles such as classic cars, fine wine, and rare coins are highly insulated from the seemingly insurmountable headwinds that investors face today. By Paul Mershon…
Your Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for…
2021 Limits for IRAs, 401(k)s and More
Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments…
10 Reasons You Need a Financial Plan
October is Financial Planning Month which serves as a useful, annual checkpoint to make sure you are on track to meet your financial goals. A…
What is a Roth Conversion?
To understand what a Roth conversion is, you must first understand some of the basics about the different types of retirement accounts, called “qualified accounts.”…
How Rich Do You Have to Be in Order to Retire?
Even though perceptions have changed during the pandemic with more Americans now saying they need less money to feel rich1, when it comes to retirement,…
7 Money Moves to Consider This July
The coronavirus has given us all a lot of stress, as well as a lot of free time to think. If you’re postponing your summer…
Congratulations, Kaitlyn Laney!
The NAWBO (National Association of Women Business Owners) Phoenix Chapter was pleased to announce this year’s 2020 winner of the Young Professional Award. …
How COVID-19 Has Impacted Retirement Confidence
The Transamerica Center for Retirement Studies recently conducted an online survey of more than 6,000 people in the U.S. and found that many are…
How a Furlough (or Layoff) Affects Your Finances…and Retirement
Here are six things you need to know if you or a family member has been furloughed—or laid off—from their job …