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…
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…
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…
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…
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…
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…
In today’s world, where companies are evaluating every aspect of business to try to cut costs, few are looking at their accounting departments for ways to save money. The billing…
Americans are living longer these days from an average 47 years in 1900 to more than 78 years as of 2010. We are also experiencing a deluge of adults reaching…
IRAs and annuities are growing in popularity as retirement investment options, according to recent surveys, but three financial experts warn they can have serious disadvantages. “Last year, four out of…
Unlike last year, tax planning for 2013 is not hampered by uncertainties over alooming fiscal cliff. Unfortunately, there is always some uncertainty and a few expiring provisions to warrant special…
