You may have heard the term 1035 exchange before. But do you know what it is, or better yet, do […]

Happy New Year! Now that 2020 is upon us, we want to give you a plan to set yourself up for […]

Arizona Tax Credits – Everything You Need to Know   Don’t you just hate it when you don’t know where […]

With the holidays quickly approaching, we know you probably have a lot going on in your life. From buying gifts, […]

November is Long-Term Care Awareness Month so we want to answer some of the biggest questions to help you plan […]

Did you know that October is National Cyber Security Awareness Month? With so much of our financial information being used […]

Why is a Will important? Poor planning can affect you and your family for years. One would assume that if […]

Life happens. Sometimes retirement plans change even though you do everything right on your end. Whether because of a health […]

When you imagine yourself in your golden years…are you playing golf? Traveling the world? Or are you perhaps doing a […]