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

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...

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...

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.

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.

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.

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.

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...

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

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.

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.

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.

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.

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.

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...

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...

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...

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...

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...

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...

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...

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....

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.