Another Chance to Save Money on Your Taxes Norm Miller, Senior Wealth Manager Most tax-saving opportunities expire at calendar end. There are, however, tactics to reduce your federal and Arizona taxes for the 2016 season with transactions completed in 2017....
Free Arts for Abused Children What is the purpose of the organization(s) for which you volunteer? Free Arts uses the healing powers of art to help abused and homeless children build resiliency and learn to trust and heal. The kids in their programs have...
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Mitchell Barr, Client Associate 2017 is underway and we are granted the opportunity for a fresh start in a new year. Many of us made New Year’s resolutions to effect change in our lives for the better. If you are one of those people who believe in turning over a new...
Norm Miller, Senior Wealth Counselor The end of the year is fast approaching and it will be filled with holiday celebrations with family and friends. Time will be a valuable commodity in this last month. But this is also the time to address the important...
Norm Miller, Senior Wealth Counselor Each fall, Duet, a non-profit organization that promotes health and wellbeing through a broad range of free services to older adults who need one-on-one support, sponsors a free financial planning workshop. The target...
