Are you ready for the “huge” changes the Tax Cuts And Jobs Act could have on your divorce? Finishing your divorce in 2018 instead of 2019 could have a big…
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…
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…
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…
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…
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,…
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…
A new blockchain-based company in the Valley aims to remove the barriers of mass adoption to cryptocurrency by creating a technology that would make it easier for people to use.…
TruWest Credit Union has launched a high-rate investment certificate valid beginning February 28, 2018. Members of TruWest Credit Union can open a 14-month savings certificate with a 2.25% APY through…
Morgan Stanley announced that Theresa E. Chacopulos, a Senior Vice President, Private Wealth Advisor in the Firm’s Scottsdale Wealth Management office, has been named to Forbes Magazine’s inaugural list of…
A company’s cash flow can play a variety of roles in their business. It can be the driving force of growth, leading to success and increased capital strength. Or, conversely,…
Following the release of his first book “Climbing the Retirement Mountain” in 2017, Author, Financial Adviser and Founder of Strategy Financial Group Calvin Goetz is now releasing an informational retirement…
