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Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.
Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.
Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.
Saving Money
ALERT! Donations to nonprofits that generate AZ tax credits no longer fully deductible after Monday
U.S. Treasury Department/IRS Propose Regulations on State and Local Government Tax Credits; Arizona Tax
Taxpayers with high incomes, complex returns
The Internal Revenue Service today urged high-income taxpayers and those with complex tax returns
How to plan for the next recession
Winter is coming, do you have a financial plan for the next recession?
2017 Tax Planning Opportunities
Costco and the annuity problem
Would you rather have $1 million or receive $5,000 per month for life? The
COLLEGE PLANNING: WHY START NOW
Seizing opportunties
Part one of a 3-part series about a financial life journey: Penny was planning
It started with a piggy bank
Part one of a 3-part series about a financial life journey: Penny was planning
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Unsubscribe from Sales Emails Stop Spending and Save Money Lisa Greve, Marketing & Administrative
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A monthly roundup of Tom Connelly’s favorite books, stories and articles.
A quick update on how the markets fare each month.
Avoid being your own worst financial enemy and think about money in new ways.
Press releases and Versant announcements.
Versant wealth managers share their insight to help keep you informed.
Versant’s resident oenophile Liz Shabaker shares her latest recommendations for great food and wine.
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