BMO Harris Financial Advisors Archives

43% of Arizonans 45-65 care for kids or aging relatives

A study issued today by BMO Harris Premier Services found 43 percent of Arizonans aged 45 to 65 are juggling the demands of caring for their children or aging relatives (i.e. parents, in-laws, grandparents, etc.). Seven percent currently care for both generations while 16 percent expect that they will have to care for the two… Read More →

Most people don’t have financial plans

Most of us put more effort into planning a vacation than planning our financial future. According to a study issued by BMO Harris Financial Advisors, only 38 percent of Arizonans have a financial plan, yet a majority admit a financial plan plays a critical role in achieving key life goals, such as saving for a… Read More →