After the 2008 economic meltdown, when the stock market fell 37 percent, veteran financial advisor Curt Whipple says he met with clients from outside financial institutions who’d lost 50 to…
Taxes are one of two certainties in life, but how much you owe can depend greatly on your preparedness and your planning, according to Grant Thornton LLP. For business owners,…
“Who has my back in retirement?” – That’s the question pre-retirees and retirees want answered when it’s all said and done, says veteran financial planner David Zolt. Baby boomers have…
One of the Valley’s leading independent investment and wealth management advisors, Miller Russell Associates, has rebranded to align with the new dynamic, energy and culture that exists in the firm…
It is no secret that one of the biggest fears people have is receiving an audit notice from the IRS. It ranks right up there with being diagnosed with a…
Nearly 150 million Americans will file federal income tax returns this year and, unfortunately, many will be shelling out much more of their hard-earned money than necessary, says veteran financial…
For the 13th straight year, the city of Goodyear won the Distinguished Budget Presentation Award from the Government Finance Officers Association, highlighting the city’s long-standing methods of fiscal responsibility. It…
Seniors are living longer than ever before. Medical advances and a focus on healthy living have dramatically improved longevity, but living longer presents a complication: the potential to outlive savings.…
According to Forbes, nearly 40 percent of people make New Year’s resolutions, but only 8 percent achieve their goals. Whether or not you have already made resolutions for 2014, consider…
Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that six team members have earned promotions at the Phoenix-based firm. In the wealth management…
Many fail to plan how retirement funds will be distributed, Micus says Az Business: What challenges do you see your generation facing in regard to wealth management? Dillan Micus: In…
This month, Jason Miller, CFP® is stepping into his new role as president of the Board of Directors of the Financial Planning Association of Greater Phoenix (FPA). Miller is head…
