What if I get Audited by the IRS?
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...
Donating Appreciated Securities: A Tax-Savvy Strategy for Giving
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...
Why should I add beneficiaries to my retirement account?
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...
Serving as an executor of an estate
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...
Should I buy or lease a car?
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,...
Where to Park Your Cash
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...
Financial Advisors in Phoenix, Arizona
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...
History of Tempe, Arizona – Small town feel, Big City Success
Tempe, Arizona is a city located in Maricopa County, Arizona. It is the seventh largest city in Arizona and is part of the Phoenix metropolitan...
Why should I work with an independent financial advisor?
When it comes to managing your finances, you have a range of options for seeking professional guidance. One option is to work with an independent...
