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Monday, March 16, 2026

Caring for aging parents and growing kids? You shouldn't have to choose between their needs and your retirement. Explore financial planning strategies for the long term care, retirement planning and saving for college, in Phoenix Arizona.

Thursday, March 5, 2026

Caring for aging parents while supporting children can place enormous emotional and financial pressure on families. This article explores the realities of the sandwich generation and why thoughtful financial and estate planning matters.

Friday, February 27, 2026

Evaluating fiat, the dollar’s reserve role, and gold vs. fiat in a world drifting to digital money. Money is not just economics. It’s governance. It’s law. It’s military power. It’s social trust. It’s technology. It’s the plumbing of trade.

Thursday, February 26, 2026

Should Your Home or Vacation Home Be in a Trust? For many families, their home isn’t just an asset — it’s their largest one. And if you own a vacation home, rental property, or property in multiple states, the stakes are even higher. One...

Wednesday, February 25, 2026

Many retirees look financially secure but still hesitate to spend. The real fear isn’t markets — it’s longevity and running out of money. Learn why underspending happens and how a retirement plan can create true confidence, not just project

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Friday, February 20, 2026

If you’re 5–10 years from retirement, this is the most important tax window of your life. Before Social Security begins and before RMDs start, you may have a rare opportunity to reduce lifetime taxes through strategic planning. Retirement

Thursday, February 12, 2026

Since Arizona’s income tax rate is relatively low, many people assume it’s not worth the effort. Tax credits can play a quiet but powerful role in a well-rounded financial plan without requiring more generosity than someone already intends.

Thursday, January 29, 2026

Anytime a bill with a name as bold as the One Big Beautiful Bill Act passes, retirees and near-retirees understandably assume something major must have changed, especially when Social Security is involved.The reality is a bit more...

Monday, January 26, 2026

Depreciation Isn’t Free: Why Rental Property Owners Need an Exit Plan Before They Buy. Rental real estate is one of the most powerful wealth-building tools available. I work with dozens of clients who own rental properties, long-term...

Monday, May 19, 2025

There’s a common belief in personal finance circles — especially from voices like Dave Ramsey — that couples must combine their finances to build a successful life together.You’ve probably heard it: “You’re married now. It’s not your...

Monday, May 12, 2025

The greatest generational wealth transfer in history is already in motion, with trillions expected to move from baby boomers to their heirs over the next few decades. While much of the media coverage centers around the dollars and...

Monday, May 5, 2025

Many of my clients (like myself) don’t rely on just one paycheck. They have income from a mix of W-2 jobs, side hustles, moonlighting, business ownership, and rental properties. While this diversification can be a powerful...

Monday, April 28, 2025

Worried About the Costs of Caregiving? Get the ultimate Caregiving Financial Strategy & Checklist — a practical guide to help you plan, protect assets, and avoid costly surprises. Use this guide to stay organized, make informed...

Monday, April 21, 2025

Life is unpredictable. If you were to become incapacitated or pass away unexpectedly, would your loved ones or trusted advisors know what to do? Many adult children are unaware of who to contact in such situations, let alone the...

Monday, April 14, 2025

Estate planning is one of those things that too many financial advisors treat like an afterthought. It’s often seen as a side topic—something to check off a list rather than a critical part of a client’s financial well-being. "Do you...

Tuesday, February 18, 2025

When you're a solopreneur, planning for retirement isn't just a nice-to-have—it’s essential. With various retirement plan options available, choosing the right one can have a big impact on your long-term financial security. Two popular...

Monday, December 2, 2024

Life doesn’t offer many opportunities to prepare for the future, but there’s one area where you’ve got some control— determining how your finances, property, healthcare wishes, family’s well-being, and other important matters are dealt...

Monday, November 25, 2024

Have a small business and thinking about offering retirement plans? Need a plan to attract and retain employees? SIMPLE IRA might be the right fit for you. Here is some information you might find useful: What is a SIMPLE IRA? READ MORE

Friday, November 22, 2024

A SEP (Simplified Employee Pension) IRA can provide a self-employed individual or a small employer an easy way to help save for retirement for themselves and their employees. READ MORE

Monday, November 18, 2024

Follow these steps to maximize the value of the company you've worked so hard to grow, and facilitate a smooth transition into the next phase of life. The ideal timeline for planning an exit is 7 to 10 years. Let’s start planning yours...

Monday, November 11, 2024

To help get where you want to be, it’s critical to know where you are right now. Use this quick checklist to assess different parts of your financial life and note any major changes, opportunities, or questions you have. To discuss...

Monday, November 4, 2024

When you lose a loved one, the grief can be overwhelming. In the midst of that grief, there are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...

Sunday, April 7, 2024

How to Balance Family and Professional Oversight in Your Trust When Mark and Lisa set up their family trust, they faced a tough decision. They wanted their two children to inherit their wealth responsibly, but they also worried about...

Tuesday, March 5, 2024

We're less than a month away from the big Tax Day. Are you prepared? Whether you're equipped with all your documents or haven't even started, we have you covered with this Tax Return Preparation Checklist. Download the checklist today...

Wednesday, February 7, 2024

With the arrival of a new year, change is inevitable. A new administration brings potential shifts in tax policies, interest rates, and economic strategies that could impact individuals, business owners, and investors alike. In a world...