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Feb 23, 2023

The Arizona Corporation Commission’s Securities Division released a warning to investors this month about self-directed IRAs, and it’s something that we immediately read through and processed.


In this episode, we’re going to give you the details in the alert and help you better understand what you need to be...

Feb 16, 2023

The first quarter of the year is always a time when people begin thinking about taxes just a bit more. That yearly filing will often stir up a few financial questions and get people asking about strategies to minimize taxes down the road.


In this episode, we’re following that theme as we open up the mailbag to...

Feb 9, 2023

One thing we’ve learned through the years of helping people prepare for retirement is that everyone has a different vision for how they want to spend that time. Retirements come in all shapes and sizes and having a good idea of what you want will help us build a portfolio that aligns with the life you want to live.

Feb 2, 2023

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes.

Since this retirement account is one of the most popular vehicles for saving, it’s important to make...