Calvin Goetz Co-founder and president Strategy Financial Group Background: Financial adviser, retirement wealth strategist, co-founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” Calvin Goetz is an…
Liz Shabaker Principal and chief operating officer Versant Capital Management, Inc. Background: Shabaker is a member of the national Schwab Advisor Services Advisory Board, a board member of the Central…
Lennard van der Feltz Founding partner Pinnacle Financial Advisors Background: As founding partner of Pinnacle Financial Advisors, Lennard van der Feltz, CFP, MSM, MBA delivers creative financial solutions to clients…
Arthur Doglione President and senior managing director Alpha Fiduciary Background: Doglione is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background…
Theresa Chacopulos Private wealth advisor, senior vice president Morgan Stanley Private Wealth Management Background: Chacopulos serves ultra-high net worth clients, working to create a customized approach to portfolio management. …
Most Americans work 40 to 50 years. That’s a huge time investment when you stop and think about it. That’s a long time to toil and end up getting little,…
The PHX East Valley is home to some of Arizona’s top innovators and startups. Many entrepreneurs in the PHX East Valley have amazing business ideas, but ultimately lack funding to…
2017 is rapidly coming to a close. Thanksgiving is around the corner, and just as the busy holiday season can quickly sneak up on us, so can year-end retirement account…
Mike Tyson. Allen Iverson. Diego Maradona. Terrell Owens. Four major athletes, four major sports. And an estimated $600 million of earnings lost. Eight years after an eye-opening Sports Illustrated study…
The golden years look murky for many married couples who are still years away from retirement. Statistics show they haven’t planned well financially for different retirement scenarios they may face.…
More so than any other sport, baseball is statistics driven. From RBIs to the WAR index, there is no other sport that measures more, or pays more attention to numbers.…
When it comes to retirement planning, there are few IRA rules that can be more devastating to your retirement savings than the once per year IRA rollover rule. Here’s how…
