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Wednesday, May 17, 2023

This article provides a guide on how to create a financial to-do list for your surviving spouse, a proactive approach that will simplify their financial management when the time comes.

Thursday, May 4, 2023

Retiring is an exciting time. You finally have the freedom to do whatever you want, whenever you want. All those years of saving and investing your money wisely are finally paying off! But, as you probably already know from doing your...

Wednesday, April 12, 2023

Retirement is a complex issue that has no cookie-cutter solution that works for all people. Different people, with different backgrounds and varying priorities, need to tailor their retirement plans according to their specific needs....

Thursday, March 9, 2023

To be effective at tax planning, you have to understand and consider the four key factors that contribute to the amount of money you will owe come next tax season.

Friday, February 17, 2023

Everyone needs to understand Social Security so that they can properly plan for their retirement. People who are nearing retirement should be aware of the fact that Social Security comprises an essential part of their retirement income...

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Friday, January 27, 2023

Are you looking for ways to increase employee happiness? Here are some simple tips that can help!

Wednesday, December 14, 2022

Getting your financial affairs in order can feel like a chore. It's easy to put this task on the back burner. But, with just a little time and effort, you'll be glad you decided to do so in the short and long term. Here are just a few...

Monday, November 21, 2022

Before we dive into budgeting for the new year we should first go over some of the basics. Inflation is defined as an increase in the prices of goods and services in an economy over a period of time. When inflation occurs, the value of...

Tuesday, October 25, 2022

During the holiday season, many people look for ways to give back to their community. However, not everyone thinks about tax optimization when they donate to charities. We break down the many ways donating can help save money on your taxes.

Wednesday, September 14, 2022

Like many popular myths, investing myths can be hard to identify, and it might take some explaining to fully realize why believing them can hurt your investments. To help get started, we’ve identified five common myths about investing.

Monday, September 12, 2022

Money is one of the most critical aspects of our lives, and it's especially important to be mindful of your spending this fall. Continue reading for our advice on clever ways to save money this fall.

Thursday, August 11, 2022

A common dilemma that professionals face is how to have fun without spending too much money. In this blog, we provide tips for enjoying yourself and preserving your finances.

Tuesday, June 21, 2022

Traditional group health plans and employee benefits operate as a “one-size-fits-all” model. Every employee is a unique individual with personalized needs, so how can a “one-size-fits-all” model truly cater to...

Tuesday, May 31, 2022

One of the best decisions you can make as a young college graduate is to begin thinking about your future financial success.

Wednesday, May 11, 2022

If you let your emotions cloud your judgment, you can miss out on the long-term gains. keeping emotions away from investment decisions can give you a better chance of succeeding with your long-term investment plan.

Wednesday, April 13, 2022

To be effective at tax planning, you have to understand and consider the four key factors that contribute to the amount of money you will owe come next tax season.

Monday, March 14, 2022

Looking for ways to save money on your income taxes this year? If so, click to learn about how having a 401(k) savings plan can help.

Wednesday, February 16, 2022

Are you thinking about hiring a financial professional but are unsure of just how they can help? If so, click to discover five ways financial professionals make things better.

Monday, December 13, 2021

Employer benefits can be a worthwhile investment to keep employees happy, healthy & on the job. It can be confusing navigating all of the coverage options so it's important for Human Resources to be knowledgeable.

Wednesday, October 20, 2021

Times are tough for businesses everywhere. Aside from the current job market woes, there are many reasons employees become discontent with their position or workplace. No advancement opportunities, not feeling appreciated, or being...

Monday, October 11, 2021

It's that time of year again: The Open Enrollment Period (OEP) for Medicare. Barring special circumstances, there are only a few times per year when individuals 65 and older or those with disabilities can apply for this...

Tuesday, August 31, 2021

What Are Group Benefits? Most people who have ever been in the workforce are familiar with the term “group benefits”. These can include a number of services or perks for employees, generally, those that are employed...

Tuesday, July 27, 2021

While individuals and businesses in Flagstaff, AZ, have different financial needs, both can benefit from the services of a financial advisor. For example, a certified financial advisor can help families manage their money and plan for...

Tuesday, June 22, 2021

Planning for your financial future takes a lot of work, but relatively few people can dedicate the necessary time to keep abreast of new legislation and financial products that could alter your plans. Whether you have just begun...

Tuesday, May 18, 2021

No matter where you are in life, you likely hope to achieve financial independence in the future. Many individuals and families share this dream yet have no comprehensive plan to achieve it. Whether you're taking your first steps into...

Wednesday, April 21, 2021

You know a sound financial strategy is critical to achieving your long-term monetary goals. But did you know it can save you money in the short term too?Taxes and investments are intricately bound together, each affecting the other in...

Wednesday, March 17, 2021

Whether you’ve been working for five or forty-five years, you’re likely to have spent your fair share of time dreaming about retirement. Planning for retirement, on the other hand, is rarely as fun as dreaming about it....

Thursday, February 4, 2021

Since 1988, we’ve been honored to be the trusted financial services and strategies provider for so many in the Northern Arizona community. We use our education and experience to help individuals, families, and businesses.