Feb 6, 2024
Do you heading south to avoid the winter weather? Before adopting the snowbird status, take into consideration these financial tips and hidden costs.
Jan 7, 2024
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.
Dec 19, 2023
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.
Nov 27, 2023
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.
Oct 31, 2023
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.
Sep 12, 2023
Too often, people make preventable mistakes when hiring a financial advisor, leading to suboptimal outcomes. This article explores the top 4 mistakes made when hiring a financial advisor in Phoenix, providing you with valuable insights to make a well-informed choice.