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Retirement Management Scottsdale, AZ

The Importance of a Good Withdrawal Plan

So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments ... Read More
CFP Tempe AZ

June Is Alzheimer’s & Brain Awareness Month

It’s difficult to find someone who has not been emotionally and/or financially impacted by Alzheimer’s. Alzheimer’s is one of our ... Read More
Financial Planner Tempe, AZ

Protecting Our Children

We make sure our children use seat belts in the car, wear helmets when they bike, and never run with ... Read More
Investment Advisor in Tempe, AZ

National 529 College Savings Plan Day

May 29 is National 529 College Savings Plan Day, a great time to focus on this important tool in planning ... Read More
Retirement Plans for Small Business Owners and the Self-Employed

Retirement Plans for Small Business Owners and the Self-Employed

Nearly half of all Americans own or work for a small business. This is Small Business Week, an annual recognition ... Read More
Certified Financial Planner Scottsdale AZ

Can You Afford to Miss Months of Work?

It won’t happen to me. It’s easy to think that way when considering the possibility of being out of work ... Read More
Financial Planner Tempe, AZ

Make Your Tax Refund Work for You

If you’re one of the millions of Americans receiving a tax refund this year, why not use that money to ... Read More
Portfolio Management Ahwatukee AZ

Without Umbrella Coverage, Your Assets Could Be at Risk

You’ve worked hard to build up your nest egg. But what would happen if you were involved in an accident, ... Read More
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