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Retirement Tips: Understanding Required Minimum Distributions
If you’ve been diligently saving money for your retirement, congratulations! Building your nest egg is a big deal, and the more effort you put into your planning now, the more likely you’ll be to enjoy your retirement years without worry. But saving money is only half the battle. A good retirement plan also means figuring out the best way to use all the money you’ve saved once you retire. Taking…
Is a 529 Plan Right for Your Family?
No doubt about it: College is expensive. Right now, the average cost per year is $35,331*. Multiply that by a couple of children and four to six years to complete a degree, and you may feel heart palpitations coming on.…
Understanding IRA Rollover Rules
Your grandfather may have worked for the same company from the day he graduated high school until his retirement at age 65, but today, most of us will work for several different employers over the course of a career. By…
What to Do With Your Savings Bonds
Maybe your grandparents gave you a savings bond each year for your birthday when you were a kid. Maybe you received a pile of paper bonds as part of an inheritance. Or maybe you bought a savings bond or two…
Take Advantage of Tax-Free Capital Gains When Selling Your Home
The housing market is red-hot right now, thanks to continued low interest rates and plenty of demand. That’s understandable, as the world is opening back up and people have a much clearer idea of how they want to live…
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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
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16430 N Scottsdale Rd
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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
