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

Blog

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Understanding IRA Rollover Rules

Understanding IRA Rollover Rules

Neal ThompsonJan 4, 20226 min read

Your grandfather may have worked for the same company from the day he graduated high school until his retirement at…

What to Do With Your Savings Bonds

What to Do With Your Savings Bonds

Neal ThompsonJul 14, 2021

Maybe your grandparents gave you a savings bond each year for your birthday when you were a kid. Maybe you…

Take Advantage of Tax-Free Capital Gains When Selling Your Home

Take Advantage of Tax-Free Capital Gains When Selling Your Home

Neal ThompsonJun 29, 2021

  The housing market is red-hot right now, thanks to continued low interest rates and plenty of demand. That’s understandable,…

Traditional and Roth IRA Basics

Traditional and Roth IRA Basics

Neal ThompsonApr 28, 2021

Individual Retirement Accounts (IRAs) are a cornerstone of retirement planning for people who don’t have employer-sponsored plans, but did you…

What Is Medicare IRMAA? How to Avoid an Expensive Surprise.

What Is Medicare IRMAA? How to Avoid an Expensive Surprise.

Neal ThompsonApr 8, 2021

Medicare is a fantastic benefit that makes it possible for many retirees to enjoy life more fully, thanks to premiums…

Talk with Neal

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