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Filing Final Tax Returns for the Deceased

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

Finance Tips and Hidden Costs For Snowbirds

Do you heading south to avoid the winter weather? Before adopting the snowbird status, take into consideration these financial tips and hidden costs.

Six Reasons Retirees Choose to Retire to the Phoenix Area

Unquestionably, Arizona is a retirement destination, with suburbs and towns like Scottsdale, Mesa, Gilbert, Chandler, and others luring seniors with a distinct mix of activities.

Building Wealth in 2024: 8 Quick, Easy-to-Read tips to get you there

So, you know how stability is key for a secure future, right? Well, understanding Arizona's economy is crucial as it relates to your financial future. We're talking about getting a grip on investment options, savvy savings methods, and tapping into local financial resources.

2023 Year-End Tax Planning Guide for Phoenix Retirees

Navigating Arizona's tax landscape demands a nuanced approach, staying informed about state-specific deductions to ensure no potential savings slip through the cracks. Professional knowledge becomes an invaluable guide through the labyrinth of tax regulations.

Arizona Retirement: Is It Tax-Friendly for Retirees?

When considering retiring in Arizona, keep in mind the unique tax structure of the state. The low flat-income tax rate and lack of tax on Social Security benefits, low property tax rates, and senior-friendly exemptions and programs contribute to a tax-friendly environment for retirees.