Blog

Opening Day for the Diamondbacks: Phoenix-style Baseball Analogies that Hit Home in Personal Finance

Baseball is a game built on strategy, patience, and discipline – qualities equally vital for successful financial management. So, grab an ice-cold beverage, and let's explore the valuable lessons we can learn from baseball and the Diamondbacks.

Should I stay in my home or move to a Phoenix-based Retirement Community?

In Phoenix, more and more seniors are seeking to maintain an active lifestyle. But before you make any decisions, it's important to take a personal inventory and consider factors such as budget, lifestyle, and personal expectations.

How to Design Your Retirement Portfolio in Arizona?

When you're making retirement plans, it's important to consider the tax implications. Although Arizona has low taxes for retirees overall, understanding the specific rules can help you design your retirement portfolio with confidence and ensure a comfortable future.

Arizona Charitable Tax Credit: What You Need to Know

The Arizona Charitable Tax Credit is one of the individual tax credits provided by the state of Arizona. These allow taxpayers to make charitable contributions and receive reductions in their Arizona state taxes owed. To help you make the most of these tax credits here's what you need to know.

How is inflation affecting the Phoenix area?

Inflation is still a strong factor in our economy, and it’s not being tamed easily by the Fed. Many factors - the pandemic, our desert location, and population growth - mean that inflation has been particularly hard in Phoenix.

What Can I Do to Stop Inflation From Wrecking my Retirement?

There's no question that inflation can be a real pain for investors. Over time, the purchasing power of your money erodes. While you can't stem the tide of inflation, you can take a proactive role in lessening its effects.