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Image for Arizona Retirement: Is It Tax-Friendly for Retirees?

Oct 31, 2023

Arizona Retirement: Is It Tax-Friendly for Retirees?

When considering retiring in Arizona, keep in mind the unique tax structure of the state. The low flat-income tax rate and lack of tax on Social Security benefits, low property tax rates, and senior-friendly exemptions and programs contribute to a tax-friendly environment for retirees.

Image for The Top Four Mistakes to Avoid When Hiring A Financial Advisor in Phoenix

Sep 12, 2023

The Top Four Mistakes to Avoid When Hiring A Financial Advisor in Phoenix

Too often, people make preventable mistakes when hiring a financial advisor, leading to suboptimal outcomes. This article explores the top 4 mistakes made when hiring a financial advisor in Phoenix, providing you with valuable insights to make a well-informed choice.

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Aug 8, 2023

Health Insurance Options in Arizona

The health insurance landscape can be complex and confusing, with variations from one state to the next. So, it’s critical to understand Arizona's specific options and considerations to make an informed decision about your health coverage.

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Jun 20, 2023

Financial Planning for Snowbirds in Arizona

To transform this dream into a reality, it’s essential to come prepared with a detailed financial plan. This guide will help you identify unique considerations for Arizona snowbirds and present practical advice on easily handling these obstacles.

Image for Navigating Higher Education Costs in Arizona: A Family's Financial Planning Guide

May 31, 2023

Navigating Higher Education Costs in Arizona: A Family's Financial Planning Guide

If you live in Arizona, this guide will help you better understand the costs associated with higher education in the Grand Canyon State and how to make an informed decision about financing your child’s or grandchild’s college experience or helping them navigate the journey on their own.

Image for Opening Day for the Diamondbacks: Phoenix-style Baseball Analogies that Hit Home in Personal Finance

Mar 20, 2023

Opening Day for the Diamondbacks: Phoenix-style Baseball Analogies that Hit Home in Personal Finance

Baseball is a game built on strategy, patience, and discipline – qualities equally vital for successful financial management. So, grab an ice-cold beverage, and let's explore the valuable lessons we can learn from baseball and the Diamondbacks.