Congratulations, you’re turning 65!

Congratulations, you’re turning 65!

PRINT SHARE Share On Facebook Share On X Share On Linkedin Congratulations, you’re turning 65! DOWNLOAD Here’s what you should know about Medicare. Heading into retirement brings many new things to grapple with, and one of the most confusing may be Medicare. Figuring...
Reference Guide:  2024 Key Financial Data

Reference Guide: 2024 Key Financial Data

PRINT SHARE Share On Facebook Share On X Share On Linkedin Reference Guide: 2024 Key Financial Data DOWNLOAD Our custom resource includes the most updated tax brackets, thresholds, limitations, exemptions, and more. Nearly all the key items that affect one’s...
2023 Arizona Tax Credits Guide

2023 Arizona Tax Credits Guide

PRINT SHARE Share On Facebook Share On X Share On Linkedin 2023 Arizona Tax Credits Guide Our Arizona tax credit guide explains how you can redirect your tax dollars while benefitting local Arizona nonprofit organizations.   DISCLOSURES: For complete information...
7 Ways to Maximize Charitable Giving in 2023

7 Ways to Maximize Charitable Giving in 2023

PRINT SHARE Share On Facebook Share On X Share On Linkedin 7 Ways to Maximize Charitable Giving in 2023 Our charitable giving guide offers ways to maximize your charitable giving impact to help improve your community while receiving potential tax breaks. That’s...
Do I Need a Wealth Advisor?

Do I Need a Wealth Advisor?

PRINT SHARE Share On Facebook Share On X Share On Linkedin Do I Need a Wealth Advisor? By Royce Ramey, CFA The short answer is that almost everyone would benefit from working with a wealth advisor. ► Do you work out at a gym with a trainer? ► Do you take golf, tennis,...
3 Things to Consider Before Selling Your Business

3 Things to Consider Before Selling Your Business

PRINT SHARE Share On Facebook Share On X Share On Linkedin 3 Things to Consider Before Selling Your Business by Royce Ramey Are. You. Ready? For any business owner or entrepreneur, selling your business can be one of the biggest decisions you make. After all, for...