Financial Planning

Caring for Aging Family Members

As the first of a three-part video series on generational wealth transfer, Brian Cochran sits down a care manager with over 27 years of experience.

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Preparing Executors and Trustees

In the second video in our series on Preparing the Next Generation, Brian Cochran sits down with Curtis Vernon, an Albuquerque estate attorney.

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Being a Wise Steward of an Inheritance

Brian Cochran and Cole Leonida talk about how to best prepare a family to become wise stewards of inherited wealth. Third video of a 3-part series.

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Tax-Planning Tips for the Year Ahead

As tempting as it may be to put off tax planning for the future, being proactive today is the best way to minimize stress and uncertainty in the coming year.

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The SECURE 2.0 Act and Your Retirement

The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan. With so many new changes set to roll out over the next few years, it’s easy to get overwhelmed. What’s…

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Brian Cochran Gives Perspective on the Banking Crisis

There’s a lot of uncertainty and fear surrounding the collapse of Silicon Valley Bank. Brian Cochran talks about the banking crisis and what it means for you in this video.

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Navigating the Complexities of the SECURE 2.0 Act

This year’s SECURE 2.0 Act comes with a robust package of new rules designed to provide more opportunity and flexibility to workers planning for retirement.

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Talking Taxes – What To Discuss With Your CPA in the Next 90 Days

JMA talks with Mark Spencer, CPA, about tax strategies for the new year & advice on how to have more productive and meaningful conversations with your CPA.

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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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