Trusted Arizona Financial Advisor: (480) 305-2038 Client Center

Blog

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
How to Build Your Legacy File

How to Build Your Legacy File

Tiffany MoerkeApr 27, 20225 min read

No one likes to think about dying, and talking about it can be even more uncomfortable. But the truth is…

Your Post-Pandemic Financial Plan

Your Post-Pandemic Financial Plan

Neal ThompsonApr 4, 2022

It’s hard to believe it’s been two whole years since Covid first came to town, leaving a whirlwind of confusion…

Rising Interest Rates: What They Mean for You

Rising Interest Rates: What They Mean for You

Neal ThompsonMar 8, 2022

The economy can feel like an impossibly complex thing. After all, there are so many moving parts: real estate, inflation,…

Retirement Tips: Understanding Required Minimum Distributions

Retirement Tips: Understanding Required Minimum Distributions

Neal ThompsonJan 28, 2022

If you’ve been diligently saving money for your retirement, congratulations! Building your nest egg is a big deal, and the…

Is a 529 Plan Right for Your Family?

Is a 529 Plan Right for Your Family?

Neal ThompsonJan 26, 2022

No doubt about it: College is expensive. Right now, the average cost per year is $35,331*. Multiply that by a…

Talk with Neal

Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.