Our office is located in Chandler, AZ. Chandler is home to numerous Technology companies such as Intel, NXP, and Microchip. …
Diversification-2016 edition
I have been in financial services since the late 1990s. A lot has changed during that time. The internet is …
How to Live Within Your Means
SPEND LESS THAN YOU EARN This may seem obvious; however, it must be said. If you spend less than you …
Do I need an Attorney to settle an Estate?
With proper planning, the answer should most commonly be no. I have always thought that the point of proper estate …
Maximizing your Employee Benefits
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 …