Blog
What 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 MoreShow All
5 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 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 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.
Read More