by Brad Schneeflock, Financial Planner | CFP® | CKA® | Sep 2, 2022 | Uncategorized
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 | Uncategorized
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...
by Brian Cochran, Financial Planner | CFP® | CKA® | Aug 1, 2022 | Uncategorized
Reacting to market changes is not the way to grow your wealth. It can be tempting to turn on the news each morning and watch the stock numbers with a sense of anxiety. Seeing your investments performing well might fill you with a feeling of security. Maybe you even...
by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 27, 2022 | Uncategorized
When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 18, 2022 | Uncategorized
ABQ Connect https://www.johnmoore.com/content/uploads/2022/07/Brian-Cochran-ABQ-Connect.mp3 In this episode of ABQ Connect, Brian joins Jim Williams to talk about investment basics in relation to current events. Some of the topics we discuss include: what makes a good...
by Brian Cochran, Financial Planner | CFP® | CKA® | Jul 15, 2022 | Uncategorized
Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But...
