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As the economic landscape continues to evolve, more and more people in Phoenix are turning to financial advisors for help in managing their finances. If you are one of them, you may be wondering where to start your search for a financial advisor. Choosing the best financial advisor can be an overwhelming process. According to…

Tempe, Arizona is a city located in Maricopa County, Arizona. It is the seventh largest city in Arizona and is part of the Phoenix metropolitan area. Tempe is home to Arizona State University and is a bustling city with a rich history. The history of Tempe can be traced back to the Hohokam culture that…

When it comes to managing your finances, you have a range of options for seeking professional guidance. One option is to work with an independent financial advisor. Independent financial advisors are financial professionals who are not affiliated with any particular financial product or company. This independence allows them to offer objective advice that is not…

A living trust is a legal document that allows you to transfer ownership of your assets to a trust while you are still alive. It can be a useful estate planning tool, but it may not be necessary or appropriate for everyone. There are several factors to consider when deciding whether to create a living…

Jefferson was living in Philadelphia when he dipped his pen in an inkwell and wrote, “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.” In his recent annual address…

Mention summer and most of us picture swimming, boating, camping, backyard barbecues and scenic vacations. In contrast, the summer of 2020 evokes many challenging and painful images due to our ongoing battle with COVID-19 and rising social unrest. But even when life doesn’t feel the same, it’s important to maintain normal routines to safeguard our…

To say we all have a lot on our minds these days is a massive understatement. Unfortunately, bad actors and scammers know we are preoccupied. And, as they often do in a crisis, they’re ramping up their nefarious activities. There has been an increase in email and text message phishing, social media posts and fake…

Last week President Trump signed into law the bipartisan COVID-19 stimulus bill. One of the facets of the bill includes welcome tax relief for retirees. The required minimum distribution (RMD) rules for IRAs and 401(k)s are waived for 2020. This means that you don’t have to take money out this year and can keep it…