Tag: life insurance scottsdale

22

Feb2014
Most people think of life insurance in terms of death benefit protection.  However, today’s policies also provide the vehicles for meeting other goals, such as saving for retirement and education, paying estate taxes and providing liquidity. An added bonus of these policies is that most goals can be achieved on a ... Read More

07

Nov2013
What Is This? Saving for the future cost of college tuition of our children, our own retirement, and purchasing a home are some of the biggest financial goals that we set for ourselves in our lifetimes. One of the biggest tools that parents have for saving for their children’s college education ... Read More

05

Oct2013
Today I had the opportunity to inverview a long time client of mine. Mark Timms is the owner of Cool Clubs Golf in North Scottsdale and is one of the premier club fitters in the USA. Mark fits clubs for many tour pros and 100's ... Read More

19

Sep2013
What Are The Differences Between A Traditional IRA And Roth IRA? There are many differences between a Traditional Individual Retirement Account (IRA) and a Roth IRA. Understanding the differences between the two types of retirement accounts can help you make the best decisions to maximize your retirement savings. There are many ... Read More

01

Sep2013
The department of labor is cracking down on 401k administration, the ... Read More

27

Aug2013
  Estate planning is a topic that is often overlooked and set aside by people to think about for another day. Thinking about the end of your life is never a fun topic, but having the proper estate planning documents such as a will, living trust, powers of attorney, and other ... Read More

24

Aug2013
  Why should you pick an independent fee-based over a commissioned based financial advisor? An independent fee-based financial planner has the ability to offer advice and investment options from a huge number of mutual funds and investment options. They are not required by a contract to ... Read More

22

Aug2013
If  you are  talking to your financial planner, make sure you ... Read More

22

Aug2013
Moody's whistle blower I have been saying this all along. How can the ratings agencies be paid by the companies they rate? Just makes no sense. It is like a magazine writing a review of a product one of their paid advertisers makes. You just know how the review will ... Read More

17

Aug2013
Well I know I am a Financial Advisor in Scottsdale but talking about that all the time would bore you to death, so here is the latest episode of my internet TV show ... Read More