If you have the means and desire to financially contribute to charitable organizations, it’s important to understand how and why you are allocating your funds to the causes you care…
Major findings from the 2022 Workplace Wellness Survey published today by the Employee Benefit Research Institute (EBRI) and Greenwald Research report that most employees are concerned about their household’s financial…
Kincaid Financial Advisors, located at 6486 AZ-179 in Sedona, has formally merged with Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate,…
The latest episode of the AZ Big Podcast with Michael & Amy has officially dropped. Episode 48’s guest is Catherine Scrivano, founder and president of CASCO Financial Group who talks…
Stocks have entered a bear market after months of volatility. Many investors may, understandably, be feeling uneasy seeing losses in their account balances, news headlines, and the ups and downs…
Teaching children life lessons at a young age can be difficult, but starting early can solidify positive foundations and habits for their later years. April is Credit Union Youth Month…
For many people, saving enough money for retirement is not an easy process, but the COVID-19 pandemic has made the task even more challenging the past two years. Some who…
UMB Financial Corporation recently announced the formal launch of its Family Wealth offering – a multi-family office registered investment advisor focused on delivering entrepreneurial investment strategies, sophisticated tax planning and…
The latest episode of the AZ Big Podcast with Michael & Amy has officially dropped. Episode 16’s guest is Trevor Wilde, CEO of Wilde Wealth Management Group. In this episode,…
Thinking about what will happen to your assets after you are gone is an important part of your financial plan. Creating a will or trust helps ensure your wishes are…
This holiday season, don’t buy your loved ones gadgets and junk they’ll eventually hide in a closet. Give a gift that will last a lifetime: share a gift of financial…
Most people believe that estate planning is simply completing a document, such as a will or trust. However, it is a more intricate process. Estate planning occurs in three steps:…
