Life can get messy, but your finances don’t have to follow suit. Regardless of if you’ve recently experienced a major life event or you’ve just gotten behind on tasks, you’ve come to the right place. Here are 5 proven steps you can take right now to take control of your financial life. Step 1: Organize […]
To say recent college graduates face financial challenges is an understatement. Many Millennials and Gen Z young adults grew up either experiencing the effects of the 2008 recession firsthand or watching their parents struggle through it. And now they’re launching out on their own, trying to figure out this complex financial world. Here’s a snapshot […]
With the Sonoran Desert as its backdrop, Scottsdale, Arizona, offers visitors and residents a variety of fun-filled activities, such as luxurious spas and resorts, lush golf courses, educational historic sites and museums, delicious eateries, and much more. You would be hard-pressed to have a boring experience when visiting this city. Here are my favorite things […]
What is your number-one fear in retirement? If you’re like most Americans, your top fear is that you won’t have enough money to last through retirement. In fact, only 27% of pre-retirees believe they’ll be financially ready for a retirement lasting 10 years. (1) While your current retirement account balance may be causing you stress, […]
Business owners are pioneers in their fields. They take risks and work hard to make their dreams a reality. Whether it’s offering a service you are passionate about or creating a product to meet a specific need, owning your own business can give you great freedom and power in life. But it also comes with […]
Have you ever played chess? If your answer is yes, then you know that it’s a complicated game that requires you to consider all of your options, assess threats to your success, and analyze how each play will impact the rest of the game. Planning, coordinating, and implementing a financial strategy is a lot like […]
I wouldn’t say that a financial advisor is what I always thought I would be. No, at the young age of nine I wanted to be a veterinarian. I entered college as a biochemistry major and was on my way. Yet, as most freshmen soon find out, the dreams of childhood and the practicality of […]
The market takes a tumble and then keeps fluctuating, so it’s understandable that you’re feeling nervous about your investments. But with investing, making decisions based on fear can lead to costly mistakes. Here’s how to get through this year’s forecasted bumpy ride without losing your composure—or your money, for that matter. Lock Down Your EmotionsIt’s […]
What Should You Do During a Stock Market Decline? The markets took a big dip early this week, reacting to fears of potential trade wars and an economic slowdown. After the Dow lost nearly 800 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re not alone. But during stock market […]
The Tax Cuts and Jobs Act (TCJA): Which Provisions are Temporary and Which are Permanent? The Tax Cuts and Jobs Act (TCJA) includes a number of important tax changes for individuals and businesses. However, it’s often difficult for advisors and investors to keep track of which changes are permanent and which are scheduled to expire at […]