Maximize your charitable donation: Aligning with your budget and passions
If you have the means and desire to financially contribute to charitable organizations, it’s important to understand how and why…
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Workplace Wellness Survey finds 80% of employees have debt
Major findings from the 2022 Workplace Wellness Survey published today by the Employee Benefit Research Institute (EBRI) and Greenwald Research…
Read MoreWilde Wealth Management Group opens Sedona office
Kincaid Financial Advisors, located at 6486 AZ-179 in Sedona, has formally merged with Wilde Wealth Management Group, an award-winning independent…
Read MoreAZ BIG Podcast: Catherine Scrivano talks estate planning for the masses
The latest episode of the AZ Big Podcast with Michael & Amy has officially dropped. Episode 48’s guest is Catherine…
Read MoreTips for investing in a bear market
Stocks have entered a bear market after months of volatility. Many investors may, understandably, be feeling uneasy seeing losses in…
Read More4 ways to teach your children how to save money
Teaching children life lessons at a young age can be difficult, but starting early can solidify positive foundations and habits…
Read MoreStressed out over retirement plan? How to navigate in 2022
For many people, saving enough money for retirement is not an easy process, but the COVID-19 pandemic has made the…
Read MoreWhat is a family office? How integrated financial services work for families of significant wealth
UMB Financial Corporation recently announced the formal launch of its Family Wealth offering – a multi-family office registered investment advisor…
Read MoreAZ BIG Podcast: Trevor Wilde talks wealth management strategy for 2022
The latest episode of the AZ Big Podcast with Michael & Amy has officially dropped. Episode 16’s guest is Trevor…
Read MoreDo you have a will or a trust established?
Thinking about what will happen to your assets after you are gone is an important part of your financial plan.…
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