3 Tips for Tax Season

Yes, it’s that time again – TAX SEASON! Most people dread this time of year like the plague. Not only are you likely recovering from holiday expenses, now you have … Continue Reading →

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Tax Season 2015

Just before Christmas Congress finally passed the extender bill reinstating for another year some of the helpful items they have had in the past such as 50% bonus depreciation and … Continue Reading →

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Three Financial Facts of the Week

Below are three quick facts that I thought might be helpful: Fact #1 Year to date (September 21, 2014), IPOs in the U.S. have raised about $69 billion according to … Continue Reading →

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Karen Weaver Complete CFP Certification

We are pleased to announce that Karen Weaver has completed the Certified Financial Planner (CFP) process. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals … Continue Reading →

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Family Meetings Can Help Pass On Family Assets

Passing on the family wealth from one generation to the next – whether involving a network of businesses and philanthropic organizations or simply the family home and prized heirlooms – … Continue Reading →

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The State of Your Estate

While many think that once documents are written they never have to do it again, as a Financial Advisor, I believe than an Annual Review should include: Does your will, … Continue Reading →

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Fourteens Ways to Give to Charities

Charitable contributions are an important part of your financial plan.  Here are 14 ways you can give to charities. Outright gifts of cash, securities, real estate and other assets Bequest … Continue Reading →

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Tax Implications of Health Care Law – Obamacare

After three years of being in effect the Health Care Law is gaining speed and beginning to make an impact on many aspects of our lives whether it is as … Continue Reading →

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The Defense of Marriage Act (DOMA) & Financial Planning

The Supreme Court stuck down many areas of the law related to same-sex marriages.  However, here in Arizona, we are still waiting for decisions about how this affects our clients … Continue Reading →

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Stock Marketing Roller Coaster

Quote from Mutual Funds, magazine, May issue 1996: An increase in interest rates by the Federal Reserve board today sent the stock market down, but then hopes that this would … Continue Reading →

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