Cole Leonida, Financial Planner | CFP® | CKA®

Arizona Tax Credits Offer Tax Savings: 2023 Update

A new year, another chance to trim your tax liability. In 2022, we wrote about Arizona’s unique tax credits and the tax savings they can provide. This program is still in place! We wanted to remind you of what these credits are, how they work, and what the updated figures are for the 2023 tax…

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Investment Committee Insights – January 8, 2024

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Do I Need a Financial Advisor?

The financial world is filled with decisions. You might find yourself facing an overwhelming number of options with no clear “right” choice. For example, you might be asking yourself: How much house can I actually afford? How much money should I be setting aside in savings each month? Is there some way I could save…

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Investment Committee Insights – January 2, 2024

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Investment Committee Insights – December 26, 2023

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