Schedule a no-obligation appointment by calling (602) 242-4000

Positive Steps to Combat COVID-19

By Marcus F. Johnson, CFPⓇ | March 30, 2020

March 30, 2020 Negative headlines have pervaded our consciousness since the stock market crash began on March 9 and the World Health Organization declared COVID-19 a pandemic on March 11. And, they continue to abound as confirmed cases multiply across the U.S. But there is still encouraging news to be found. In a CNBC interview…

Hope in the Midst of the Storm

By Marcus F. Johnson, CFPⓇ | March 23, 2020

March 23, 2020 Most Americans have never encountered the kinds of health concerns we now face. Sobering warnings out of Italy and from our own experts have led families, businesses and local governments to take drastic measures to reduce the spread of COVID-19, or the novel coronavirus. Americans’ willingness to make sacrifices to keep ourselves…

Saving a little bit at a time

By Marcus F. Johnson, CFPⓇ | March 1, 2020

According to a recent Bankrate survey, 21 percent of Americans don’t save any portion of their annual income. Twenty percent save 5 percent or less, and only 16 percent save more than 15 percent. No matter where you find yourself, the following psychological tricks may help you increase your savings rate in the upcoming year.…

The Coronavirus and Your Portfolio

By Marcus F. Johnson, CFPⓇ | February 28, 2020

On February 19th the U.S. stock market reached new highs, continuing a bull market which is almost 11 years old. But the celebration was short-lived as concerns over the coronavirus (COVID-19) led to a market correction this past week. This sell-off was triggered by fear (because we do not yet know the facts). Key concerns…

When It’s Time to Review Your Estate Plans

By Marcus F. Johnson, CFPⓇ | August 21, 2019

Estate plans aren’t static documents. You don’t just write them, tuck them away in your important papers file and forget about them. Here are some events that may call for a review and revision of your plan.

When You Are the Beneficiary of an IRA

By Marcus F. Johnson, CFPⓇ | August 15, 2019

Immediately after the loss of a family member, deciding what to do with the deceased’s IRA may not seem important. Still, if you’re the beneficiary, it’s imperative to make a good decision to avoid paying penalties and extra taxes. As a beneficiary of an IRA or employer-sponsored plan, you can open an inherited IRA account…

The Importance of a Good Withdrawal Plan

By Marcus F. Johnson, CFPⓇ | July 24, 2019

So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments needed to provide a comfortable retirement. But do you have a plan for withdrawing savings during retirement? If you don’t create a well-thought out plan for accessing funds from your accounts, you could lose savings…

Credit Card Benefits You May Not Know About

By Marcus F. Johnson, CFPⓇ | July 16, 2019

Most of us know the number one rule for using credit cards is to avoid building up a balance we can’t pay off promptly. What many of us don’t know about credit cards is the number of benefits they often offer (in addition to purchase rewards). Here are some that are common: Extra security: With…

Estate Planning Misconceptions

By Marcus F. Johnson, CFPⓇ | July 1, 2019

Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions that cause them to neglect this important task or make less-than-ideal decisions. Here are a few common misconceptions related to estate planning: Estate planning is for the wealthy. Anyone who owns property or assets, or has loved ones…

Don’t Shred Those Tax Documents Yet

By Marcus F. Johnson, CFPⓇ | April 15, 2019

You’ve completed your taxes for the year and now you’re wondering what to do with that pile of records, 1099s, receipts and bank statements. The experts agree, take the time to organize them and store them in a secure place. You may need to refer to them in the months or even years ahead if…

Positive Steps to Combat COVID-19

Positive Steps to Combat COVID-19

March 30, 2020 Negative headlines have pervaded our consciousness since the stock market crash began on March 9 and the ... Read More
Hope in the Midst of the Storm

Hope in the Midst of the Storm

March 23, 2020 Most Americans have never encountered the kinds of health concerns we now face. Sobering warnings out of ... Read More
Saving a little bit at a time

Saving a little bit at a time

According to a recent Bankrate survey, 21 percent of Americans don’t save any portion of their annual income. Twenty percent ... Read More
Coronavirus reactions

The Coronavirus and Your Portfolio

On February 19th the U.S. stock market reached new highs, continuing a bull market which is almost 11 years old ... Read More
Financial Planner Tempe, AZ

When It’s Time to Review Your Estate Plans

Estate plans aren’t static documents. You don’t just write them, tuck them away in your important papers file and forget ... Read More
Portfolio Management Ahwatukee

When You Are the Beneficiary of an IRA

Immediately after the loss of a family member, deciding what to do with the deceased’s IRA may not seem important ... Read More
Retirement Planning,Ahwatukee

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
Certified Financial Planner Scottsdale AZ

Credit Card Benefits You May Not Know About

Most of us know the number one rule for using credit cards is to avoid building up a balance we ... Read More
Loading...