While it is ideal if you can have your customers pay prior to or when the delivery of goods or services are rendered, it is not always possible to finalize…
Every business at some point will require outside financing; his generally means obtaining some form of bank loan. For many, this turns out to be a very aggravating and frustrating…
The impending jump in capital gains taxes has prompted a flood of nervous calls to financial advisers in recent months. Less than three months remain until the maximum rate of…
Shares of LifeLock fell more than 3 percent in its first day of trading as the online provider of identity theft protection services priced its initial public offering below the…
A growing number of families in central Arizona now have access to affordable housing, thanks in part to a unique arrangement between Habitat for Humanity Central Arizona (HFHCAZ) and Mutual…
Employers will soon be offering workers their yearly opportunity to make changes to their health care benefits. All too often this open-enrollment period has required combing through pages and pages…
The Arizona Chapter of Financial Executives International (FEI) announces the election of its new officers and board of directors for fiscal year 2012-13. The newly elected leadership team is comprised…
Families who have had to face the estate tax know that it can destabilize their family businesses and create major headaches for their children and grandchildren. Unfortunately, for more than…
Mutual of Omaha Bank has promoted Robert Winter to manager of mortgage sales for Arizona. Based in Scottsdale at 9200 E. Pima Center Parkway, Winter will lead the bank’s statewide…
Here are answers to some common wealth management questions from Pat Soldano, chairman – Western Region, GenSpring Family Offices, and Mark Mushkat, senior advisor – Western Region, GenSpring Family Offices:…
Here we are in a challenging economic environment that spans almost every industry. Every day we are reminded of this with still high unemployment rates, less than hoped for corporate…
It’s been only four years since our Great Recession, and the investment world has changed drastically. Many investors are thinking, planning and attempting to grow their wealth more cautiously. In…
