Working with a financial advisor can be the difference between reaching or falling short of your short- and long-term financial goals. According to a recent study from MagnifyMoney, 95% of…
Valentine’s Day is all about celebrating the love in your life, but ask anyone who’s been in a long-term relationship, and they’ll tell you successful relationships take work, commitment, and…
I was raised in a family where both parents were college educated but never discussed topics such as savings, retirement and budgeting with us kids. My retirement knowledge has been obtained…
Money can be emotional, especially when discussing it with the people we love. Discussions about finances can be tough or even intimidating for many couples, but having these conversations and…
In recent years, Congress has continued to push for changes to retirement accounts as they look for new ways to encourage retirement saving and create tax streams for the budget. …
As Arizona’s State Treasurer and the Chair of the state’s first-ever Financial Literacy Task Force, promoting financial education to Arizona’s youth is one of Treasurer Kimberly Yee’s top priorities. Reports…
Americans have been wrestling with inflationary pressures all year. As the New Year approaches, millions of individuals and families have set resolutions to save more money. “Looking to boost…
The much-anticipated SECURE Act 2.0 became law Friday, giving Arizonans and all Americans new and enhanced retirement savings tools. SECURE 2.0 was included in the $1.7 billion omnibus spending bill…
If you have the means and desire to financially contribute to charitable organizations, it’s important to understand how and why you are allocating your funds to the causes you care…
Major findings from the 2022 Workplace Wellness Survey published today by the Employee Benefit Research Institute (EBRI) and Greenwald Research report that most employees are concerned about their household’s financial…
Kincaid Financial Advisors, located at 6486 AZ-179 in Sedona, has formally merged with Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate,…
The latest episode of the AZ Big Podcast with Michael & Amy has officially dropped. Episode 48’s guest is Catherine Scrivano, founder and president of CASCO Financial Group who talks…
