Charitable Giving

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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Arizona Tax Credits Offer Tax Savings

Fall is a great time to be proactive about your tax strategy. The year will be over before you know it, and you don’t want to miss a meaningful opportunity to lower your taxes. You may already know about some common deductions and strategies like charitable giving and tax loss harvesting. But if you’re an…

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Arizona Tax Credit Reminder

Don’t lose sight of this opportunity to cut your tax bill while practicing generosity. Each year, Arizona offers tax credits that independently reduce your state taxes when donations are made to select schools and organizations. Each credit has its own rules and limitations. You can learn more about individual tax-cutting opportunities on the Tax Credit…

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ABQ Connect: National Christian Foundation Study

Over the next 25 years, a tremendous transfer of wealth is expected to take place between generations within families and through donations to charities. The National Christian Foundation surveyed Christians to find out how they feel about this transfer of wealth and what guides their giving. Brian Cochran joins KLYT to discuss the results of…

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Finding A Purposeful Retirement

Research has proven what experienced financial planners know from experience: Retiring too early is not good for your mental health. Financial companies often advertise a form of retirement that emphasizes a life of recreation and pleasure. Americans gladly accept this relatively new idea of retirement and look forward to this lifestyle. Millennials have taken the…

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