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When You Inherit an IRA

When You Inherit an IRA

When you lose a loved one, your first thoughts won’t be about what to do with their IRA. But if ... Read More
National College Savings Month

National College Savings Month

Over the last four decades, the price of a college education has grown disproportionately to other costs. During the 1978-79 ... Read More
Things to Know About Life Insurance

Things to Know About Life Insurance

September is Life Insurance Awareness Month, making it a good time to review things you may not know about life ... Read More
Credit Card Companies Respond to COVID

Credit Card Companies Respond to COVID

In these unprecedented times, many companies are coming up with new ways to help those who have experienced economic challenges ... Read More
Keeping Your Eyes on the Goal

Keeping Your Eyes on the Goal

As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future ... Read More
The Mixed Blessing of Longevity

The Mixed Blessing of Longevity

Thanks to better nutrition, smarter health choices and medical advances, people now live longer. The average life expectancy for a ... Read More
Retirement Management Scottsdale, AZ

Things You Can Do With an IRA But Not a 401(k)

While both 401(k)s and IRAs share some similarities as tax-deferred retirement savings vehicles, IRA accounts allow you to do some ... Read More
Certified Financial Planner Scottsdale AZ

Why “Good” is often better than “Perfect”

Seeking for perfection is embedded in the human psyche.  We’ve been taught that “good enough” isn’t good enough.  But striving ... Read More
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