I have seen a lot of people over the years leave a lot of money on the table by not …
Unintentional Stock Concentrators
Do you unintentionally concentrate your portfolio on one stock? Most people don’t realize its’ even happening. I view a concentration …
Smart Tax Planning
“You are worse than the Dentist.” It’s tax time. According to some of my clients-one of the worst days of …
401k Rollover ? | Retirement Planning
A 401k plan participant leaving an employer typically has four options (and may engage in a combination of these options): …
Financial Planning in your 40’s
If you are a consistent planner for the future, then you should have been in an excellent financial position when …
An Overview of the Arizona College Savings (529 plan) Program
The Arizona Family College Savings Program (529 Plan) forms the Section 529-College Savings Plan. It falls under the sponsorship of …
Estate Planning for Those Living in Blended Families
Today majority of blended families live together peacefully without any issues. However, what if one spouse dies suddenly? How are …
Making a Valid Will in Arizona
Valid Will in Arizona A will can be the most crucial legal document you can create during your lifetime. Your …
Estate Tax Planning and Inheritance
If you have a large estate with adjusted gross value coming to a minimum of $5.34 million starting 2014, a …
The Importance of Estate Planning
Most people associate estate planning with the land. The truth is everything that you own can be termed as your …