What Duties Are Involved with Management Trust?
Friday, October 30 2015
When it comes to financial matters, you need to clearly understand the fiduciary duties of trustees. Under Arizona law, a trustee has specific obligations to a trust and its beneficiaries.
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Typical Questions Clients Ask Retirement Planners
Wednesday, October 28 2015
There’s no question that retirement planning is a complex process. After all, nobody can predict what will happen down the road. But, working with professional retirement planners can provide a
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The Six Different Types of Financial Advisor Fees
Monday, October 26 2015
The fees you can expect to pay for financial service can run the gamut — from commissions to hourly rates. Typically, you can expect to pay financial advisor fees in
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Special Considerations Asset Managers Must Make for Single Seniors
Friday, October 23 2015
The role of asset managers has become critical for people in all life stages. However, given some of the unique challenges seniors face, professional financial management can be a game
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Fiduciary Management and Naming a Trustee
Wednesday, October 21 2015
A trust is often used when you want to pass wealth to your heirs. Because the established trust “owns” your assets, settling your estate when you die becomes a simpler
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Are You and Your Partner In-Sync with Your Investment Planning?
Monday, October 19 2015
What is investment planning? Basically, it’s a financial management process that first identifies an investor’s current financial situation, short- and long-term financial goals and tolerance for risk. Using this information,
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Will Your Beneficiaries Pay Inheritance Taxes in Arizona? Will You Pay Estate Taxes on Your Arizona Estate?
Friday, October 16 2015
Fortunately for Arizona residents, the answer to these questions is no! Unlike Arizona, some state have an inheritance tax. But Arizona has long been a top tax-friendly state for retirees.
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What’s Your Preferred Approach to Personal Financial Management?
Wednesday, October 14 2015
Every investor has different experiences, knowledge and preferences when it comes to personal financial management. Everyone also has different amounts of available time to devote to investing and varying levels
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Top Retirement Strategies for High Income Earners
Monday, October 12 2015
The top federal income tax bracket currently stands at 39.6% — and future increases to this already staggering rate aren’t out of the realm of possibilities. When you also consider
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Investing Tips from Portfolio Advisors for High-Net-Worth Investors
Friday, October 9 2015
Investing goals for most investors are pretty straightforward: maximize your returns while minimizing your taxes. It may be easy for some high-net-worth investors to develop an appropriate mix of stocks,
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Our dedicated financial planners are engaged in continuing their education to stay abreast of changes in the ever-changing financial landscape. 