All Financial Management Articles

• Common estate planning mistakes and how to avoid them - Read Article

  Common estate planning mistakes and how to avoid them

  2025-11-27T10:00:00-07:00

  Estate planning is often seen as something for the distant future, but it’s a vital task for securing your family’s financial well-being. A well-crafted plan ensures your assets are distributed…

  
• What I learned after tracking every penny for 30 days in Arizona - Read Article

  What I learned after tracking every penny for 30 days in Arizona

  2025-10-08T15:40:00-07:00

  Tracking your spending sounds simple—until you actually try it. I challenged myself to document every dollar I spent for 30 days while living in Arizona. No rounding up, no guessing,…

  
• Lifestyle adjustments to help you feel more financially free - Read Article

  Lifestyle adjustments to help you feel more financially free

  2025-10-06T15:45:00-07:00

  Your lifestyle habits have a direct impact on your financial stability and overall spending power. If you’re feeling like your finances are out of your control, it might be the…

  
• Jeffrey Fratarcangeli explains how to set your children up for financial success early - Read Article

  Jeffrey Fratarcangeli explains how to set your children up for financial success early

  2025-09-10T00:10:00-07:00

  When it comes to setting kids up for long-term financial independence, most parents focus on college savings or custodial accounts. But for high-net-worth families, the conversation needs to go deeper,…

  
• Users need to know about micropayment cashing before they pick a broker - Read Article

  Users need to know about micropayment cashing before they pick a broker

  2025-09-02T23:20:00-07:00

  Introduction This asset inflation has led to another common experience among bitcoin holders that might sound ridiculous to the unregistered: Ever feel like you’re a digital dragon sitting on top…

  
• The missing seat at the table: Closing gaps in family wealth planning - Read Article

  The missing seat at the table: Closing gaps in family wealth planning

  2025-07-25T12:00:00-07:00

  An estimated $124 trillion in wealth will change hands in the United States by 2048, according to Cerulli Associates. Cerulli Associates further noted about $54 trillion – more than 40%…

  
• Do I need a Roth IRA? - Read Article

  Do I need a Roth IRA?

  2025-07-16T15:00:00-07:00

  It’s never too early to start thinking about your future, and one valuable tool in your financial arsenal is the Roth IRA. If you’ve ever wondered whether a Roth IRA…

  
• My journey to financial freedom: Decentralized Masters review - Read Article

  My journey to financial freedom: Decentralized Masters review

  2025-06-12T11:00:00-07:00

  When my cousin Brian texted me about his 401(k) getting hammered for the third time in two decades, I realized I wasn’t alone in my frustration. At 54, with retirement…

  
• Ranking Arizona: Top 10 independent investment advisors for 2025 - Read Article

  Ranking Arizona: Top 10 independent investment advisors for 2025

  2025-04-18T10:00:00-07:00

  Here are the Top 10 independent investment advisors in Arizona, based on public voting for the 2025 edition of Ranking Arizona, the state’s biggest and most comprehensive business opinion poll. Ranking Arizona…

  
• 9 legal tips for lending money to family and friends - Read Article

  9 legal tips for lending money to family and friends

  2025-04-08T08:10:00-07:00

  9 legal tips for lending money to family and friends Navigating the complexities of personal loans between family and friends can be challenging, but with expert guidance, it becomes manageable.…

  
• The role of family offices services in global wealth management - Read Article

  The role of family offices services in global wealth management

  2025-03-27T17:00:00-07:00

  Family office services have become increasingly critical in the international landscape of wealth management. These organizations serve wealthy families searching for end-to-end wealth management services. A family office serves as…

  
• 7 essential legal considerations when creating a will: Avoiding common pitfalls - Read Article

  7 essential legal considerations when creating a will: Avoiding common pitfalls

  2025-02-19T11:00:00-07:00

  7 essential legal considerations when creating a will: avoiding common pitfalls Navigating the complexities of estate planning can seem daunting, but armed with insights from seasoned legal experts, this guide…