by Brian Cochran, Financial Planner | CFP® | CKA® | Oct 27, 2022 | Financial Planning
This has been a year of economic challenges in many ways, from down-trending markets to persistent inflation. An aggressive Federal Reserve and the ripple effects of the midterm election season have added complexity to the financial outlook this year as well. But even...
by Brad Schneeflock, Financial Planner | CFP® | CKA® | Sep 2, 2022 | Financial Planning
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...
by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 2, 2022 | Financial Planning
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...
