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Latest Articles

Retirement

9 Facts About Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Conquering Retirement Challenges for Women
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Lifestyle

Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
Do Your Kids Know The Value of a Silver Spoon?

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
How Stocks Work

Estate

Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
The Cost of Medical Care
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Personal Finance Calendar

Contact

Office: 928.344.8000

Fax: 928.344.1213

2615 East 24th Street

Suite 2

Yuma, AZ 85365

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