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News/Blog
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 …
Same Old Story From Your Broker? Try This Approach Instead.
Spend 5 minutes to learn what we do to protect our clients' portfolios during adverse markets like what we are experiencing during the pandemic....
IRS Delays 1031 Exchange and Opportunity Zone Deadlines Amid COVID-19 Pandemic
1031 Exchanges The Internal Revenue Service has issued Notice 2020-23 which extends the deadlines for taxpayers to invest capital gains in a 1031 exchange and qualified opportunity…
Clearing Up Confusion About RMDs
Last month, we posted information about how the SECURE Act has increased the age for required minimum distributions (RMDs) from 70-1/2 to 72 starting this…