Blog

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

Mar 20, 2023

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.

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

Feb 11, 2023

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.

Image for How to Design Your Retirement Portfolio in Arizona?

Dec 19, 2022

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.

Image for Arizona Charitable Tax Credit: What You Need to Know

Dec 1, 2022

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.

Image for How is inflation affecting the Phoenix area?

Oct 28, 2022

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.

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

Jul 26, 2022

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.