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The advent of new technology has long been a source of both excitement and apprehension. On the one hand, new technology can lead to significant advances in productivity, efficiency, and quality of life. On the other hand, it can also lead to job displacement, disruption of traditional industries, and other challenges. One of the most…

The world is full of uncertainty and volatility, and nowhere is that more evident than in financial markets. The past few years have been marked by significant market swings, fueled by a variety of factors ranging from global economic conditions to geopolitical events. Against this backdrop, investors are left wondering where markets will go from…

Audits by the Internal Revenue Service (IRS) are dreaded by taxpayers. The fear of an audit often stems from the misconception that the IRS conducts them frequently and that they are always punitive. However, the reality is that audits are rare, and they don’t always result in penalties. The IRS selects returns for audit using…

If you’re looking for a tax-savvy way to give to charity, consider donating appreciated securities instead of cash. Not only can this strategy benefit your favorite organizations, but it can also provide you with significant tax advantages. What are Appreciated Securities? Appreciated securities are assets that have increased in value since you acquired them. These…

A beneficiary is a person or entity designated to receive the benefits or assets of an account or asset after the death of the account holder or asset owner. A beneficiary can be named on a variety of financial accounts, including life insurance policies, retirement accounts (such as IRAs and 401(k)s), and investment accounts, as…

Serving as an executor of an estate can be a complex and overwhelming responsibility, but with the right guidance, it can also be a rewarding experience. The role of an executor is to manage and distribute the assets of a deceased person, known as the “decedent,” according to their will. In this article, we’ll outline…

The automotive industry has faced numerous challenges in recent years, including the aftermath of the COVID-19 pandemic, geopolitical tensions such as Russia’s invasion of Ukraine, the growing popularity of electric vehicles, and fluctuating metal prices. As a result, financial planners are frequently asked by clients whether they should purchase a car through a loan or…

The Advantages of Yields from Money Market Funds, Short-Term Bond Funds, and Treasury Securities We understand the importance of maximizing the yield on your cash holdings. While traditional savings accounts may provide a small amount of interest, they often fail to keep pace with inflation and do not provide the flexibility to invest in other…

As the economic landscape continues to evolve, more and more people in Phoenix are turning to financial advisors for help in managing their finances. If you are one of them, you may be wondering where to start your search for a financial advisor. Choosing the best financial advisor can be an overwhelming process. According to…