The IRS recently announced that, beginning with the 2014 tax filing season, they will use a “state of celebration” standard for recognizing same-sex marriages. Consequently, any same-sex couple possessing a…
As Baby Boomers begin entering retirement, some may find themselves unprepared for the transition. New research from the University of Missouri indicates that spouses tend to have similar levels of…
“Age 85 is a bad time to go broke,” says expert retirement planner Jeff Gorton. Personal savings, various investments and, yes, Social Security may prove to be short of what…
IO, a global leader in software-defined data centers, today announced Michael Berry has joined the company as Chief Financial Officer. Mr. Berry will be responsible for financial planning and analysis,…
When it comes to rebalancing an investment portfolio in today’s economic arena it can be very confusing to choose the right method. Most money-management firms and independent financial advisors use…
While small business owners appear to have a good grip on managing their companies, they are often unsure about what to do to properly prepare for loan approval.. According to…
The Arizona Bankers Association today announced Jack Barry, chairman of Enterprise Bank & Trust’s Arizona region, was recently elected to the association’s board of directors. “Jack is well-respected for his…
The Arizona Bankers Association today announced Jack Barry, chairman of Enterprise Bank & Trust’s Arizona region, was recently elected to the association’s board of directors. “Jack is well-respected for his…
Enterprise Bank & Trust’s solid financial performance and profitability has earned it one of the first-annual Raymond James Community Bankers Cup awards – placing it among the top 10 percent…
Enterprise Bank & Trust’s solid financial performance and profitability has earned it one of the first-annual Raymond James Community Bankers Cup awards – placing it among the top 10 percent…
If you are not saving as much as you should for retirement, you are not alone. Numerous surveys indicate that a staggering number of Americans are not saving enough for…
Theresa Chacopulos, Senior Financial Advisor and Senior Vice President – Investments, at Wells Fargo Advisors, LLC, in Scottsdale, Arizona, was named to the prestigious 2013 Barron’s “Top 100 Women Financial…
