Financial Planning
Talking Taxes – What To Discuss With Your CPA in the Next 90 Days
As tempting as it might be to put off thinking about taxes until the new year, being proactive about your tax strategy can set you up for success. Over the next 90 days, you have a chance to make some smart year-end choices that could have a significant impact on your 2022 and 2023 tax…
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…
Three Characteristics of Financial Advice
As with all things, financial planning advice comes with trade-offs. When looking for a financial advisor, you’ll need to consider your goals and needs as well as what you’re willing to spend on the service. Modern technology has made planning more accessible than ever, but tech-based solutions can only offer so much. So what are…
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…
Gamechanger Giving
What does it mean to be a gamechanger? The dictionary defines a “gamechanger” as a “newly introduced element or factor that changes an existing situation or activity in a significant way.” There are many charitable organizations out there waiting for the gift that will change everything. Can that gift-giver be you? Over the past few…