You’re Setting Up a Trust
You’re Setting Up a Trust—Hiring An Attorney or DIY? When it comes to estate planning, there are two main options for drafting documents: hiring an attorney or doing it [...]
What Really Happened in 2022?
“Unprecedented” is a buzzword that was thrown around a lot over the past few years. But for the stock and bond markets, these last three years truly were unprecedented. [...]
Interest Rate Doesn’t Matter
Interest rates for homebuyers are higher now compared to the record lows created by the government stimulus. Although these low rates were completely abnormal and a side effect to [...]
Will There Be a Recession in 2023?
The start of a new year is supposed to be a time of renewed optimism for the year ahead. Unfortunately, everyone seems to be pessimistic about the US economy. [...]
Arizona Housing Market: Recap of 2022, Outlook for 2023
The year 2022 is coming to a close and most feel the Arizona real estate market had a tough year. But is that true? According to Zillow, the typical [...]
Health Insurance Jargon
Health insurance can be confusing! With the number of options available when choosing a health insurance plan, it’s no wonder people get lost in the jargon. Here is a [...]
What Is An Annuity?
After years of saving and accumulating, retirees and pre-retirees goal shifts and it’s now necessary to decide on how to source their retirement income. It’s good to assess the [...]
“Customized” Insurance Can Help Lower What You Pay
"In this world, nothing is certain except death and taxes." - Benjamin Franklin I am pretty sure that if ole Ben was alive today he would add to that [...]
Gifting Money to Family (Is It Taxable?)
It’s giving season! Giving Tuesday is a day set aside to be generous toward the non-profit organizations in our communities. Besides the obvious blessing of giving money to worthy [...]
You Want to Move but Your Mortgage is Awesome–What Do You Do?
This is a conundrum many are facing right now. A lot of homeowners refinanced sometime between 2018 and 2021. If you did, you were likely able to take advantage [...]