financial advisor chandler AZ

It’s not what you want to hear.

In my experience, some financial practices are more transaction-oriented, which means that after a short onboarding process, the advisor gives the client their best ideas about what products they should purchase. Other financial practices are planning-oriented. After a lengthy onboarding process that may include providing the advisor with a mortgage statement, tax return, account statements and insurance policy information, clients …

divorce and finances Arizona

Divorce and Your Finances

Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider how divorce may affect your finances. Divorce can be a complicated and challenging process in which details are easily overlooked. Protecting your financial health during this time is crucial, and no one should enter this process without a trusted attorney …

More Women Drive Financial Decision Making, But Fewer Seek Professional Advice

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning for their families. Prudential’s “Financial Experience & Behaviors Among Women 2014-2015” — which …