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Mar 16, 2023

No matter how much you plan or how well you prepare, life can sometimes stand in the way. You never know what the future has in store, and plans can change at a moment’s notice, leaving us with life’s other retirement plan.

 

In this episode, Nancy will share some of the conversations she’s had recently with...


Mar 9, 2023

Most of the people we work with in Arizona have utilized an IRA to help save for retirement. It’s one of the most popular tools out there for good reason, and it’s a big piece of many retirement plans.

 

But the IRA is also unique in a lot of ways from anything else you might use to save. In this episode, Nancy...


Mar 2, 2023

Retirement is an exciting time and should be a period where life is free from worry and responsibility. We work every day to help people in Arizona find that financial freedom, but that doesn’t mean that stress won’t creep up in retirement.

 

Today we want to talk about these stressors that people often deal with...


Feb 23, 2023

The Arizona Corporation Commission’s Securities Division released a warning to investors this month about self-directed IRAs, and it’s something that we immediately read through and processed.

 

In this episode, we’re going to give you the details in the alert and help you better understand what you need to be...


Feb 16, 2023

The first quarter of the year is always a time when people begin thinking about taxes just a bit more. That yearly filing will often stir up a few financial questions and get people asking about strategies to minimize taxes down the road.

 

In this episode, we’re following that theme as we open up the mailbag to...