Webinars

Arizona Tax Credit Reminder for 2025

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 …

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Honoring the Hero’s Story on Memorial Day

By: Bruce Eisenhauer Every year on Memorial Day, I reflect on those who made the ultimate sacrifice. Those who put the needs of their country ahead of their own. Those who defended the ideals of freedom and democracy while protecting their brothers and sisters in arms. They knew death was a …

Teaching Kids about Money in the Summer Months

Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies.

Volatility – What to Expect and How to Act

I recently gave an annual presentation to the 401(k) participants I advise. I always try to explain risk tolerance and investing to my audience in an easily understandable way. For most of the participants, investing in their 401(k) has been their only experience investing, so their knowled …

Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

Ladies … listen up!… there’s still time … Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

What are My Options for My Old 401(k)?

Author: Jaymon Meikle You’ve finally done it. You quit your old job and accepted a new one that fits your dreams. You never thought you’d be leaving your old job, but the new opportunity was too good to pass up. Everything seems to be going your way and you’re enthusiastic about the years to come.

How to Decide the Best Place to Live When You Retire

One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

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