Latest Blogs

Financial Planning
June 21, 2022
Financial One - Stop Shops. What are they?

We’re all familiar with a one - stop shop . If you need a liter of soda, a TV and a set of tires, you head for the store that has everything. But did you know there’s such a thing as a financial one - stop shop? If you want a complete financial plan, a one - stop shop is for you. At Asset Preservation Wealth & Tax, we think of ourselves as a one - stop shop because we look at the entire financial picture for each of our clients, from their earnings to tax and estate planning. We even keep tabs on their investments.

Financial Planning
June 13, 2022
Capitalize on the Current Tax Laws

We are still in the midst of the largest tax code overhaul in three decades. The Tax Cuts and Jobs Act (TCJA) became law on December 22, 2017. The law cut individual tax rates, doubled the standard deduction and eliminated personal exemptions from the tax code. But, these modifications will expire in 2025. How can you take advantage of this current tax window? There are four key steps I help my clients to take.

Financial Planning
June 10, 2022
Is a Roth Conversion Right for You?
Questions to ask about Roth Conversions

A Roth IRA is a beneficial tool when it comes to retirement savings. In a perfect world, retirees should have 100% of their money in Roth accounts because they are “after - tax” accounts. Having an after - tax account means you pay taxes prior to putting money in, so you do not have to pay taxes when you withdraw. Unfortunately, Roth accounts often aren’t taken advantage of enough because they can be confusing.

Financial Planning
June 6, 2022
How to Choose the Right Financial Advisor

A recent study found that only 4 in 10 people work with a financial advisor. Making the decision to work with a professional can be a taxing and prolonged task. However, it's imperative to your financial future to find someone to help you plan and manage your retirement. How do you choose the right financial advisor?

Financial Planning
June 3, 2022
Planning and Preparing Your Taxes
The importance of having both in your financial plan

They are two of the most dreaded words in the English language: tax season. But for me, taxes are what I love the most about financial planning. Tax planning and preparation is what the entire staff at Asset--including myself--love most when helping our clients.‍

Financial Planning
May 31, 2022
Coping with Market Volatility

2022 has been one of the most volatile times for the stock market in recent memory. In the first quarter of the year, the S&P 500 had its most dismal beginning of the year since 1939. World events such as the Russian invasion of Ukraine and the ongoing coronavirus pandemic all played a part in making an extremely turbulent economy. So how do we navigate these volatile times? How do we protect our finances?

Retirement Planning
May 16, 2022
Picking the Right Pension Options
How to navigate Retirement Choices

If you’re one of the fortunate few with a pension, you have a critical decision to make: which pension option should you choose? Making the right decision for your unique situation could mean the difference between a comfortable retirement or one plagued by high income taxes and lost funds.

Estate Planning
May 2, 2022
Planning Your Estate
Even if you’re not rich, estate planning is important.

Most of us want our heirs to benefit from the wealth we accumulated when we pass away. But many don’t realize that the process of planning your estate isn’t just for the mega - wealthy; even those of modest means should be setting up an estate plan.

Financial Planning
April 25, 2022
Preparing for Interest Rate Hikes
The Federal Reserve is planning to keep increasing interest rates to combat inflation. How can you prepare your finances?

The Fed has been raising interest rates for months and has signaled plans to continue the increases, possibly into 2023. Rapidly rising inflation is the main culprit, but the economic impacts of COVID - 19 also played a hand. The rise in interest rates is me ant to slow down economic growth and bring inflation rates back down to around 2%

Retirement Planning
April 18, 2022
Social Security Frequently Asked Questions
A Look at Social Security in the Past, Present & Future

One of the most neglected retirement decisions is how and when to claim your Social Security benefits. Many people take their best guess instead of meeting with a financial advisor and building a strategic plan. I can’t stress enough -- Social Security is too important to base your choice on what people are saying around the water cooler

Financial Planning
April 15, 2022
The Importance of Wealth Management

The importance of wealth management lies in how it helps you accomplish your financial goals. A thorough financial strategy can give you financial security.

Retirement Planning
April 15, 2022
How to Find the Best Retirement Planners in Phoenix

Do you want to make the most out of your golden years? Retirement preparation can be overwhelming, and most of the time, you don't even know what to do next. Don't worry! You're not alone. Many retirees find planning for retirement daunting, but it doesn't have to be.

Retirement Planning
The ABCs of Annuities: A Simple Guide

Understanding the ABC's of annuities can help you determine whether an annuity is a suitable option for you. Let’s break down the basics of annuities.

KEEP UPDATED

Get great content updates from our team to your inbox.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Asset Presevation

Arizona

Peoria

P: 623-400-6067
Toll-Free: 855-879-8293

Scottsdale

Phoenix

Tempe

Goodyear

Gilbert

P: 602-449-0146

Las Vegas

Summerlin

Henderson

P: 702-476-4300

Oregon

Portland

Lake Oswego

P: 503-446-4300

Indiana

Indianapolis

P: 317-930-3095

Fidelity InvestmentsTD Ameritrade Institutional

© APSITaxes.com. All Rights Reserved. | Investment Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser. Privacy Policy.

ADV Part 2A & Form CRS.

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.