Upcoming Legislation and How It Impacts Your Financial Plan

When the calendar hits the month of November, it causes me to reflect on the holidays of Thanksgiving and Veterans Day. I believe it is a time where all of us as Americans can united and not divide. As a financial advisor, the opportunity to guide families through life’s financial journeys …

The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …

Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …

Just about every day, anymore, headlines influence how investors and consumers feel about the future. Whether it’s an upbeat jobs report, breaking geopolitical news, surprise earnings release, information shapes our expectations- and expectations drive financial markets. I believe unfortuna …

Earnings announcements are one of the most significant events in investing, often causing sharp moves in stock prices and influencing broader market trends every quarter. At their core, earnings reports reveal how much money a company made, what it expects to make in the future, whether it …

Arizona offers several state tax credits for 2025, and we want to ensure everyone is aware of the opportunities available.  Charitable Tax Credits: QCOs and QCFOs For tax year 2025:  Qualified Charitable Organization (QCO):  Up to $495 for single, head of household, or married filing separa …

The September Effect describes how the stock market tends to slump each September—investors and pros have noticed that September is usually the worst month for stocks, with bigger drops than other times of the year. But this year, things might get interesting thanks to some fresh signals fr …

Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.

The One Big Beautiful Bill Act, signed on July 4th, 2025, brings some sweeping changes to the U.S. tax code. There are updates that can shape financial planning strategies for years to come. Here are a few of the main highlights that advisors and tax filers should know: Permanent lower tax …

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …