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Protecting Your Family Through Financial Planning
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.
Read MoreWhat are RMDs (Required Minimum Distributions)?
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...
Read MoreWays to Prepare for Retirement at Every Age
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....
Read More4 Things You Can Do Now To Kick-Start Your Tax Planning For 2024
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.
Read MoreBenefit & Financial Strategies’ Guide To Social Security
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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How To Get Your Employees To Love Where They Work!
Are you looking for ways to increase employee happiness? Here are some simple tips that can help!
Read More7 Ways to Prioritize Your Personal Finances In The New Year
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...
Read MoreHow To Budget With Inflation For The New Year!
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...
Read MoreWays You Can Give Back And Contribute To Your Tax-Saving Strategies
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.
Read More5 Spooky Myths of Investing
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.
Read MoreClever Ways to Save Money This Fall
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.
Read MoreHow To Balance Fun And Saving
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.
Read MoreWhat Is ICHRA & How Your Company Can Benefit!
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...
Read More5 College Graduate Tips: Financial Planning For Your Future
One of the best decisions you can make as a young college graduate is to begin thinking about your future financial success.
Read More5 Tips to Overcome Emotional Investing
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.
Read More4 Things You Can Do Now To Kick-Start Your Tax Planning For 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.
Read MoreTips for Saving Money On Taxes & How a 401(k) Can Help
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.
Read More5 Key Benefits of Hiring a Local Financial Professional
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.
Read More10 Common Employer Paid Benefits & Open Enrollment Questions
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.
Read MoreExecutive Benefits: Attract and Retain Key Talent
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...
Read More2021 Medicare and Open Enrollment Coming Soon, What You Need to Know
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...
Read MoreHiring Issues? Group Benefits Can Help Improve Employee Retention and Recruitment
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...
Read MoreFinancial Services for Businesses and Individuals in Flagstaff, Arizona
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...
Read MoreThings to Know About Hiring a Financial Professional in Flagstaff, Arizona
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...
Read MoreWhat is Financial Planning and Why Should You Start Now?
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...
Read MoreHow Financial Planning Can Save You Money During Tax Season in Flagstaff, Arizona
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...
Read MoreHow To Start Saving For Retirement - Financial Planning Assistance In Flagstaff, Arizona
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....
Read MoreBright Futures - Financial Services and Strategies in Flagstaff, Arizona
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.
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