Latest Blogs

Financial Planning
April 15, 2025
How AI Is Impacting the World of Investing

Discover how AI is transforming investing—from portfolio management and stock trading to financial planning and retirement. See which tools and trends are shaping the future of finance.

Man opening wallets while looking at finances
Financial Planning
February 27, 2025
Is Value Investing Dead: A Look at This Year

Is value investing dead right now? Explore how this classic strategy is adapting, the challenges it faces, and what today’s market means for long-term investors.

Growth of food sales or growth of market basket or consumer price index concept.
Financial Planning
February 25, 2025
How to Invest in an Inflation Adjusted Annuity

An inflation adjusted annuity helps protect your retirement income from rising costs. Learn how it works, its benefits, and steps to invest wisely.

Tax Services
February 20, 2025
How to Move IRMAA Tax Brackets the Right Way in 2025

Learn the best way to move IRMAA tax brackets with this guide. Maximize your savings and avoid costly mistakes. Ensure you're making informed decisions.

Piggy bank in the form of a pig in a plastic bubble
Tax Services
February 18, 2025
How Do Tax Sheltered Annuities Work

Want to make the most of your retirement plans? Learn how tax-sheltered annuities work, how the IRS treats them, and what makes them different from 401ks.

Financial Planning
February 13, 2025
The Role of Asset Protection Trusts in Your Wealth Management

Learn how an asset protection trust safeguards wealth, preserves benefits, and secures assets for beneficiaries with creditor protection.

Financial Planning
February 11, 2025
Value vs Growth Investing​: What Do These Mean for You

Unsure if value vs growth investing suits you? Learn the key differences, historical performance, and how to choose the right investment style.

Estate Planning
February 6, 2025
Ultra High Net Worth Estate Planning: 5 Important Things to Remember

Ensure the preservation and transfer of assets estate planning for wealthy individuals. Get guidance on tax optimization and legacy planning.

Roth IRA
February 4, 2025
TSP Rollover to IRA: What You Can and Can’t Do

Are you interested in a TSP rollover to an IRA? Here are some things you should consider, like tax implications and rules, before you make that decision.

Retirement Planning
January 30, 2025
Self Employed Retirement Plans and How to Save for Your Golden Years
Saving for retirement for employees is fairly simple: contribute 10–15% to the company’s retirement plan. When you are the employer, self-employed retirement plans get more complicated.

Saving for retirement looks a little different when you are your employer. Consider these self-employed retirement plans and factors to increase your retirement savings.

Retirement Planning
January 27, 2025
Single & Ready to Mingle: Best Cities for Single Retirees

Check out our list of the best cities for single retirees to mix and mingle during their golden years.

Retirement Planning
January 23, 2025
Can You Have a Roth IRA and a 401k? A Guide

Can you have a Roth IRA and a 401k? The answer is often yes. You should consider these factors before you set up and contribute to one or both.

Financial Planning
January 21, 2025
7 Reasons to Hire a Financial Advisor for Athletes

Explore the reason why you should hire a financial advisor for athletes. Gain expert guidance on managing your wealth, investments, and future earnings.

Financial Planning
January 16, 2025
How Long Will My Money Last

Discover how to answer the question "how long will my money last" with tips on planning, tools like calculators, and strategies to make your savings last.

Financial Planning
January 14, 2025
What Is a Financial Representative?

Learn more the role of a financial representative and how they guide clients in making informed decisions about investments, savings, and finances.

Retirement Planning
January 7, 2025
Recharacterization vs Roth Conversion: A Simple Guide

Do you know the difference between a Roth conversion vs a recharacterization? Learn more about these two strategies and how they can help you save.

Tax Services
January 2, 2025
What Is a Non-Qualified Stretch Annuity?

Do you know what a non-qualified stretch annuity is? This type of annuity can help you transfer your accumulated wealth over multiple generations.

Retirement Planning
December 19, 2024
Does Arizona Tax Social Security? A Step-by-Step Guide to Arizona Taxes for Retirees

Not sure if Arizona taxes Social Security? Arizona is known for its communities and low cost of living. Here’s a guide to Arizona taxes for retirees.

Estate Planning
December 17, 2024
Estate Planning and Asset Protection: Here’s What You Need to Know

Secure your future with effective estate planning and asset protection strategies. Discover essential tips to safeguard your wealth and peace of mind.

Estate Planning
December 12, 2024
Estate Planning for IRAs: Your Quick Guide

Secure your legacy with expert estate planning for IRAs. Preserve your assets and ensure a smooth transfer to heirs. Start planning to protect your future.

Financial Planning
December 10, 2024
How Can a Financial Advisor for Entrepreneurs Help Your Business?

Uncover your business potential with a financial advisor for entrepreneurs. Discover how to enhance growth, improve cash flow, and achieve financial goals.

Retirement Planning
December 5, 2024
How to Use Nest Egg Calculators

Maximize your financial future with our guide on using nest egg calculators. Discover how to effectively plan and preserve your assets for retirement.

Financial Planning
December 3, 2024
An Inside Look at the Wealth Management Process

Explore what the wealth management process is like and how it drives financial success. Gain insights into how it's designed to optimize your investments.

Financial Planning
November 28, 2024
Financial Planning vs Financial Advisor: Is There Really a Difference

Discover the differences between financial planning vs financial advisors. Learn how each can help you secure your financial future and preserve your assets.

Estate Planning
November 26, 2024
Is Estate Planning Tax Deductible?

Discover if estate planning expenses are tax deductible and how it can benefit your financial future. Explore the nuances of estate planning and taxes.

Retirement Planning
November 21, 2024
The 5 Best Retirement Plans for Young Adults

Secure your future with the best retirement plans for young adults. Explore options that maximize savings and growth potential. Start planning today.

Retirement Planning
November 19, 2024
22 Questions to Ask Your Retirement Planner

Heading into your golden years? These are some vital questions to ask your retirement planner to get the future you want. Ensure you’re on the right track.

Financial Planning
November 14, 2024
What Is Financial Planning: The Quick Guide

Learn more about financial planning with this introductory guide. Explore what’s inside a plan, types of planning, how to plan, and how planners get paid.

Retirement Planning
November 12, 2024
The Quick Guide to the Oregon Retirement Plan Mandate

Learn everything you need to know about the Oregon Retirement Plan Mandate. This guide simplifies how it works, withdrawals, and steps for opting out.

Financial Planning
November 7, 2024
Buffer Annuity: Here’s How You Could Use One

Wondering what is a buffer annuity and its impact? Annuities with this feature has potential for high growth with some protection for market downturns.

Retirement Planning
November 5, 2024
IUL vs Annuity: What’s the Real Difference

Learn the differences between an IUL vs an annuity. Get clear insights on the purpose, tax implications, and characteristics of your financial options.

Retirement Planning
October 31, 2024
Retirement Fund College Tuition Withdrawals: Here’s What to Know

Learn how to wisely use your retirement fund for college tuition withdrawals. Get insights on tax implications and rules to secure funding for education.

Financial Planning
October 29, 2024
CD or Annuity: Which Is the Right Choice?

Undecided about whether you need a CD or annuity? Learn more about the pros and cons of each and features you should pay attention to before you decide.

Retirement Planning
October 24, 2024
Can I Buy the Real Estate Using Retirement Funds?

Wondering if you can buy real estate using retirement funds? Learn the pros, cons, and steps involved to make informed financial decisions for your future.

Retirement Planning
October 22, 2024
What Is an Alternative Retirement Plan?

Discover alternative retirement plans that can secure your financial future. Learn how to preserve your assets and achieve peace of mind with smart strategies.

Financial Planning
October 17, 2024
What Is a Private Annuity and Why Should I Care?

Learn how a private annuity can help you secure your financial future and preserve your assets. Explore its benefits and examples of how it can help you.

Retirement Planning
October 15, 2024
How to Factor in a Pension into Retirement Savings

Learn how to factor your pension into retirement savings, calculate benefits, avoid common mistakes, and plan for a secure financial future with ease.

Retirement Planning
October 10, 2024
Is the Arizona State Retirement Plan Enough for You?

Wondering if the Arizona State Retirement Plan is sufficient for you Explore how the plan works and factors that impact financial security in retirement.

Retirement Planning
October 8, 2024
Should You Consider a Long-Term Care Annuity?

Do you know what is a long-term care annuity? Learn how these products can help you and if it has a place in your retirement plan to protect you.

Retirement Planning
October 3, 2024
Do You Need a Supplemental Executive Retirement Plan?

Unsure if you need a supplemental executive retirement plan? Learn more about the pros and cons of this retirement plan, and how it works for you.

Financial Planning
October 1, 2024
Here’s Why You Need a Financial Advisor for Succession Planning

A financial advisor for succession planning help you find the best candidate to take over. Create an exit strategy for your retirement and give stakeholders peace of mind.

Retirement Planning
September 26, 2024
Financial Planning for Doctors: Let’s Diagnose Your Future Retirement

Optimize your wealth with financial planning for doctors. Get help with your unique challenges so you can secure your future and financial success.

Financial Planning
September 24, 2024
What Is an Annuity Loan?

Discover what is an annuity loan, how it works, and whether or not it could be the right choice for you if you have unexpected expenses or emergencies.

Financial Planning
September 19, 2024
Holistic Financial Planning: All Areas of Your Wealth

A holistic financial planning approach ensures your money works for you, from investments to taxes and beyond. Take control of your financial future.

Financial Planning
September 17, 2024
1031 vs 1035 Exchange: Here’s What’s Best for You

Not sure if you need a 1031 vs 1035 exchange? Learn the differences between the two types of exchanges and how they are each used for tax strategies.

Financial Planning
September 12, 2024
What Is Not Allowable in a 1035 Exchange

Learn what is not allowable in a 1035 exchange to protect your assets from fees and taxes. Avoid pitfalls and ensure compliance with our expert guidance.

Financial Planning
September 10, 2024
What Is an Index Linked Annuity?

Explore how index-linked annuities work, their benefits, and potential risks. Learn if this retirement investment option aligns with your financial goals

Financial Planning
September 5, 2024
What Is Philanthropic Financial Planning?

How can philanthropic financial planning align your wealth with charitable goals? These impactful strategies reduce taxes and create a lasting legacy

Retirement Planning
September 3, 2024
Indiana Property Taxes During Retirement: Helpful Tips

Retiring in Indiana? Learn how to manage Indiana property taxes, find exemptions, and save money. Discover tips to make your golden years more affordable.

Retirement Planning
August 29, 2024
Why Working Longer Is a Bad Retirement Plan

Discover why working longer is a bad retirement plan. Learn smarter ways to secure your financial future and enjoy your golden years without working more.

Retirement Planning
August 27, 2024
Indiana Retirement: Your Quick Guide to the Rules and Regulations

This comprehensive guide explains Indiana's retirement rules and regulations. Learn about benefits, eligibility, and deadlines to secure your future.

Retirement Planning
August 22, 2024
Modern Retirement Planning: What It Entails and What to Expect

Explore the essentials of modern retirement planning. Learn about new strategies, financial tools, and lifestyle considerations to secure your future.

Financial Planning
August 20, 2024
How to Avoid Capital Gains Tax in Arizona

Uncover these strategies to reduce or avoid capital gains tax in Arizona. Learn about 1031 exchanges, tax-loss harvesting, and other effective methods

Retirement Planning
August 15, 2024
Oregon Self-Employment Tax and Retirement

Learn how Oregon's self-employment tax impacts your income and retirement planning. Work with professionals to optimize your savings.

Retirement Planning
August 13, 2024
Does a Roth Conversion Count as an RMD?

If you have RMDs that you don’t need, you might be wondering if a Roth conversion counts as an RMD. Here are some things you should know about both.

Retirement Planning
August 8, 2024
Your Quick Guide to Nevada Retirement Taxes

Discover how the lack of Nevada retirement taxes can boost your retirement savings. Learn about income, property, and sales tax benefits in the state.

Retirement Planning
August 6, 2024
The 10 Best Places to Retire in Oregon

Ready to retire? Discover the 10 best places to retire in Oregon. Each place has its own unique flavor to get you excited about your golden years.

Estate Planning
August 1, 2024
Inheritance Taxes in Indiana: How to Make Sure Your Legacy Lives On

Confused about inheritance taxes in Indiana? Discover how to minimize tax and estate burdens on you and your loved ones to ensure your legacy thrives.

Financial Planning
July 30, 2024
How Am I Doing Financially: Give Yourself a Financial Check Up

How are you doing financially? Assess your financial health with this checkup guide. Learn indicators, set goals, and improve your finances well-being.

Retirement Planning
July 25, 2024
The Best Places to Retire in Nevada

Take a look at the best places to retire in Nevada. From tax benefits to outdoor adventures, find your ideal retirement spot in the Silver State.

Financial Planning
July 16, 2024
Top 10 High Net Worth Insurance Options

Explore our list of 10 high-net-worth insurance options and coverages designed to safeguard your assets. Protect your home and life with these policies.

Estate Planning
July 11, 2024
No Arizona Estate Tax: Why Would You Need an Estate Plan?

No Arizona estate tax doesn’t mean neglecting estate planning. It protects your assets, provides for loved ones, reduces costs, and honors your wishes.

Retirement Planning
July 9, 2024
The Top 10 Best Towns in Arizona to Retire

Start preparing for your golden years. Our guide lists the top 10 best towns in Arizona to retire. Each place is unique and has its own charm.

Retirement Planning
June 27, 2024
Life Insurance: Not Just a One-Trick Pony
Why to consider this often-overlooked aspect of retirement planning.

The benefits of life insurance can mean many different things. Did you know it can powerful tool for financial planning? Learn more with us!

Financial Planning
June 25, 2024
The Wealth Management Process Broken Down Simply

This guide will break down the entire wealth management process simply for you. Read on to see how wealth managers help you and what to expect.

Financial Planning
June 20, 2024
What Happens to Your Tax Liability with Proper Financial Planning

Do you know what happens to your tax liability with proper financial planning? This blog will guide you on the benefits of tax planning strategies.

Financial Planning
June 18, 2024
How to Manage Sudden Wealth

Without guidance about sudden wealth you can lose more money than you think. Learn how to manage sudden wealth with the practical advice in this blog.

Financial Planning
June 13, 2024
How Is Accredited Investors’ Wealth Management Different

Accredited investor wealth manage is different from traditional strategies. This blog will explore the nuances between the two methods of growing wealth.

Financial Planning
June 11, 2024
What Is Values-Based Financial Planning?

Values-based financial planning helps you align your money with your principles. Make smarter financial decisions that support your goals and values.

Financial Planning
June 6, 2024
5 Things to Expect from a Standard Financial Planning Seminar

Discover the 5 key insights you'll gain from a standard financial planning seminar. Learn how to optimize and take control of your finances.

Financial Planning
June 4, 2024
6 Simple Alternatives to Savings Accounts
Market volatility has some people shying away from investing in stocks in favor of squirreling money away in banks. But savings accounts alone won’t net you much return. Here are some alternatives to savings accounts.

Concerned about market volatility? Safe investments like CDs and annuities may not be the alternatives to saving accounts you’re looking for.

Financial Planning
May 30, 2024
Wealth Management Strategies That Do Not Work

This blog exposes wealth management strategies that could be costing you money. Learn how to build a smarter portfolio and maximize your returns.

Retirement Planning
May 28, 2024
The Best Retirement Plan for S Corp Owners

Want to maximize your retirement savings as an S Corp owner? Here, we break down the best retirement plan for S Corp Owners to boost their nest egg.

Financial Planning
May 23, 2024
Financial Planning for Nurses: 5 Important Considerations to Make

Financial planning for nurses shouldn’t be on the back burner. From student loan management to retirement savings, these factors are pivotal to your plans.

Financial Planning
May 21, 2024
4 Surprising Principles of Modern Wealth Management

Discover the 4 modern wealth management principles that can help you build a financial legacy. Wealth management is changing and this is the future.

Retirement Planning
May 16, 2024
What is the Roth Conversion Pro-Rata Rule?

What is the Roth conversion pro-rata rule? This rule can determine whether or not a backdoor Roth conversion is ideal for your financial situation.

Financial Planning
May 14, 2024
High Net Worth Divorce: 4 Common Pitfalls to Avoid

Avoid costly mistakes in your high-net-worth divorce. This blog will guide you through complex asset division, spousal support, and tax implications.

Financial Planning
May 8, 2024
Good Debt vs. Bad Debt: What’s the Difference?

What’s the difference between good debt vs bad debt? Not all debt should be avoided. Let’s take a closer look.

Financial Planning
April 29, 2024
Financial Planning for the First-Generation Millionaire

Learn about these essential financial planning strategies for first-generation millionaires. Get tips on how to manage wealth and invest wisely.

Estate Planning
April 25, 2024
Family Trust vs Living Trust: 4 Important Differences to Keep in Mind

When it comes to financial and estate planning, you should understand the differences between a living trust vs a family trust. Read more here.

Financial Planning
April 18, 2024
Finances for Married Couples: Stop Arguing & Start Growing Your Wealth
February means love is in the air! A key to a happy, successful relationship is to be in alignment about life’s important decisions.

Finances for married couples can be complicated. Stewart goes over ways to avoid and resolve conflict while strengthening your joint finances in this blog.

Financial Planning
April 16, 2024
How Much Does a Financial Advisor Cost in Arizona?

Whether you're preparing for retirement, saving for college, or investing, you'll need someone to do more than simple budgeting. Get a financial advisor.

Financial Planning
March 27, 2024
Why You Shouldn’t Say, “I Hate Annuities”

Do you hate annuities? Find out why dismissing annuities might not be the best decision. You could be missing out on stable income in your retirement.

Financial Planning
March 21, 2024
Are Annuities Safe in a Recession?

Unsure if annuities are safe in a recession? Learn how to secure your financial future with safe investment options for retirement planning with annuities.

Financial Planning
March 14, 2024
The Difference Between Private Banking and Wealth Management

Let this guide uncover the key differences between private banking and wealth management. Learn how each service caters to your financial needs and goals.

Retirement Planning
March 12, 2024
What Is a Hybrid Annuity?

Unravel the mystery behind hybrid annuities with our guide. Learn how this insurance product combines fixed and variable annuities for retirement income.

Financial Planning
March 7, 2024
Wealth Management for Corporate Executives: A Quick Guide

Our quick guide to wealth management for corporate executives covers the essential. Discover how maximize your wealth and choose a firm that’s right for you.

Financial Planning
March 5, 2024
7 Ways Wealth Management for Entrepreneurs Is Very Different

What makes wealth management for entrepreneurs different? Learn how wealth managers can help entrepreneurs with planning, risk management, and more.

Retirement Planning
March 5, 2024
How Does a Thrift Savings Plan Roth Conversion Work?

Do you have a thrift savings plan? You might be wondering about thrift savings plan Roth conversions, how they work, and how they can benefit you.

Retirement Planning
February 21, 2024
10 Wealth Management Books That May Help You Retire

Let’s explore the best wealth management books that can help you retire comfortably. They cover investing, financial planning, and retirement strategies.

Financial Planning
February 16, 2024
The Pros and Cons of Diversified Wealth Management

Do you know the pros and cons of diversified wealth management. Learn how it protect and grow investments, while also understanding the risks.

Financial Planning
January 31, 2024
High Net Worth Financial Planning: A Quick Start Guide

Looking for high net worth financial planning? Our quick start guide will help you navigate the complexities of managing substantial wealth.

Financial Planning
January 22, 2024
Wealth Management vs Financial Planning: Is There a Difference?

Uncover the distinction between wealth management vs financial planning. Learn how each can help you achieve your financial goals and make decisions.

Estate Planning
January 10, 2024
Building Generational Wealth: Keep Your Legacy Going

Here’s an introduction to intergenerational wealth planning from our financial team. We explain key ways to build generational wealth.

Financial Planning
January 3, 2024
Annuity vs Mutual Fund: Major Differences, Benefits and Disadvantages

Confused about annuities vs mutual funds? Learn about the major differences, benefits, and disadvantages. Get insights on how they can impact your future.

Financial Planning
December 27, 2023
Wealth Planning for Business Owners of Successful Startups

Secure your financial future with tailored wealth planning for business owners. Let’s explore how to ensure a solid foundation for long-term success.

Financial Planning
December 21, 2023
What Is an Annuity Bailout Provision & What Does It Mean to Me?

Considering an annuity? You should know about how annuity bailout provisions affect you. There are benefits, but drawbacks can have tax implications.

Retirement Planning
December 19, 2023
4 Annuity Scams to Avoid

Unsure if you should get an annuity? Learn more about these common annuity scams you should avoid and how to identify them to protect your assets.

Estate Planning
December 15, 2023
What to Do With a $500K Inheritance

Not sure what to do with a $500K Inheritance? This comprehensive guide will let you know what steps to take if you get a sudden influx money.

Financial Planning
December 13, 2023
Wealth Planning for Executives: 6 Important Tactics

Take control of your wealth with these comprehensive wealth planning for executives. Discover 6 important strategies to secure your financial future.

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