• 3 Tips for Keeping More of Your Own Money - Read Article

    3 Tips for Keeping More of Your Own Money

    2014-02-06T04:27:57-07:00

    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…

  • Goodyear earns award for fiscal responsibility - Read Article

    Goodyear earns award for fiscal responsibility

    2014-01-27T10:52:00-07:00

    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…

  • Is a Reverse Mortgage Right for You? - Read Article

    Is a Reverse Mortgage Right for You?

    2014-01-22T08:38:10-07:00

    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.…

  • Miller/Russell & Associates Promotes 6 Team Members - Read Article

    Miller/Russell & Associates Promotes 6 Team Members

    2014-01-10T10:27:38-07:00

    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…

  • Shifting the financial focus - Read Article

    Shifting the financial focus

    2014-01-07T13:39:22-07:00

    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…

  • Miller Now President of FPA Greater Phoenix - Read Article

    Miller Now President of FPA Greater Phoenix

    2014-01-03T09:20:32-07:00

    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…

  • Important Changes for Year-End Tax Planning - Read Article

    Important Changes for Year-End Tax Planning

    2013-12-10T09:59:10-07:00

    With less than a month left in 2013, BMO Private Bank encourages Americans to turn their attention to tax planning. This is especially important given an increasingly complex tax code…

  • Stop leaks causing accounts payable errors - Read Article

    Stop leaks causing accounts payable errors

    2013-12-02T08:56:03-07:00

    Understandably, most companies are focused on their incoming cash flow and the bottom line. As a result, accounts receivable departments, or incoming balances, tend to get all the attention. Consider…

  • This Year's Tax Increases and Year End Planning - Read Article

    This Year's Tax Increases and Year End Planning

    2013-11-28T08:55:56-07:00

    Can you believe it is already Thanksgiving?  Like many investors, this may be the time of year that you start reviewing your finances and making final adjustments.  In order to…

  • Leadership spotlight: Theresa Chacopulos - Read Article

    Leadership spotlight: Theresa Chacopulos

    2013-11-06T06:44:18-07:00

    Theresa Chacopulos Senior vice president and senior financial advisor Wells Fargo Advisors LLC wellsfargoadvisors.com Chacopulos was ranked among Barron’s Top 1,000 Financial Advisors for 2013 and was ranked No. 1…

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