• 3 tips business owners can use to save money - Read Article

    3 tips business owners can use to save money

    2018-04-13T06:50:02-07:00

    Small business owners are always mindful of their bottom line and looking for ways to save money. From overhead costs and insurance expenses, to payroll and real estate, small businesses…

  • 4 retirement mistakes and how to avoid them - Read Article

    4 retirement mistakes and how to avoid them

    2018-04-04T12:50:51-07:00

    Constructing a smart retirement income plan isn’t easy. Throughout the working years there are many factors to consider, such as salary, expenses – monthly and unforeseen – debt and college…

  • The retirement dilemma and how annuities may help - Read Article

    The retirement dilemma and how annuities may help

    2018-03-30T06:50:31-07:00

    As people plan for retirement they’re encountering many challenges, including: longer life expectancies, a shift in personal responsibility for retirement income, investment fears, and missed opportunities.  Here’s a breakdown of…

  • 3 signs your money has outgrown your financial advisor - Read Article

    3 signs your money has outgrown your financial advisor

    2018-03-16T13:50:33-07:00

    While some people in the retirement-planning stages worry about outliving their money, others have a different concern: that their money is outgrowing their investment advisor. It’s not unusual for the…

  • AZCREW will discuss new tax laws at March lunch - Read Article

    AZCREW will discuss new tax laws at March lunch

    2018-03-13T08:50:50-07:00

    The intricacies of the new tax laws can be daunting, especially when it comes to their impact on real estate transactions and the individuals involved. The March lunch sponsored by…

  • 4 ways to crush debt that’s crushing you - Read Article

    4 ways to crush debt that’s crushing you

    2018-03-11T20:00:35-07:00

    Debt continues to be a crushing burden for many Americans. From credit cards to auto loans, mortgages, student loans and medical bills, a high percentage of the nation’s households have…

  • How bookkeeping impacts a company’s credit - Read Article

    How bookkeeping impacts a company’s credit

    2018-03-09T09:50:14-07:00

    When a business applies for credit, one thing banks often look for is accurate financial statements, whether it be a balance sheet or a profit and loss statement. Without these,…

  • 8 key life events that require financial advice - Read Article

    8 key life events that require financial advice

    2018-03-05T06:50:51-07:00

    The daily obligations of financial planning typically stay top-of-mind, but many neglect the significant life stages that require special attention and strategies. Here are eight key life events that could…

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