Retirement is supposed to be the time when you finally get to enjoy the fruits of your hard work. But one of the most common concerns retirees share is whether their income will be enough—not just today, but 10, 15, or even 20 years [...]
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds accessible. But the role it plays can shift dramatically as you move from your working years into retirement. While [...]
Building a retirement budget is critical to working toward an independent and relaxing life after leaving the workforce. Creating this budget can positively impact one's lifestyle, provide confidence and control over one's money, and safeguard against potential financial pitfalls. Here are the foundational steps [...]
Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the onset of tax season may help lighten [...]
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that goes beyond just normal doctor’s visits. It is medical [...]
There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will retire right before the markets and economy turn sour. [...]
The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when it comes to finances. If you are unsure about [...]
The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it's essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes that people often make during the holiday season and [...]
One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Stick to a Well-Constructed Plan Having a well-defined [...]
Financial planning is a crucial aspect of leading a balanced and comfortable life. It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. Financial planning involves setting financial goals, budgeting, and [...]
24654 N. Lake Pleasant Pkwy, #103-453 Peoria, AZ 85383
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Retirement Planning Services: Income Planning | Investment Management | Tax Reduction Strategies | Long-Term Care Planning | Legacy Planning
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