Blog

 Mission-driven nonprofits like the Colorado Plateau Foundation are important pieces of the mosaic that makes up Northern Arizona’s community. But nonprofits aren’t always easy to operate. Comprehensive group benefits...

The Hopi people have a rich cultural heritage that continues to be celebrated and preserved. Despite facing various challenges, they have maintained a strong connection to their ancestral lands and continue to pass down their...

If you’re looking at 2024 and already worried about your finances, you’re not alone. According to a Bankrate survey, most Americans (72%) do not feel financially secure. Despite the Fed’s progress with decreasing inflation rates, consumers.

Poba Medical, headquartered in Flagstaff, Arizona, specializes in balloon design, device assembly, and catheter production. We interviewed Mindy Degraff about how group benefits have impacted their team.

When prices for energy commodities like heating oil, natural gas, and gasoline are on the rise, it can be hard to keep your budget in check. Here are a few tips for budgeting your energy expenses during times of inflation.

No matter the season, Warner’s Nursery and Landscaping is a Flagstaff staple. But did you know that it actually began on Page? The family-owned and operated establishment has been going steady since 1970 but started up in...

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

We interviewed Heather Patience from Health’s Auto Service in Flagstaff.  Heath’s is a family-owned full-service auto shop focused on transparency, honesty, and convenience. The shop had humble beginnings. Heath, the...

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...

In today's fast-paced business world, the significance of employee benefits cannot be overstated. These offerings not only attract top-tier talent but also establish a foundation of stability and loyalty among the workforce. Our recent...

Helping employees plan for their future is tough, especially when you're busy running a business day-to-day. But it's so important to take care of the people who take care of your company. That was the challenge facing our friends at...

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...

Providing benefits to employees is a powerful tool for organizations to attract, motivate, and retain talented individuals. It demonstrates a company's commitment to the well-being and satisfaction of its workforce, which in turn leads...

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.

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.

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...

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....

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...

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.

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.

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.

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...

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.