Monthly Archives: December 2015

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29 12, 2015

The Importance of a Living Trust

By |2019-03-12T14:04:56-07:00December 29th, 2015|Legal Documents|0 Comments

The Importance of a Living Trust: Tips, Tricks, Do's and Don’ts: The importance of a living trust can be overwhelming. Many people have heard of a Living Trust, but few actually know what it is, or why it's important to have one. In this blog, we're going to discuss the importance of forming [...]

28 12, 2015

Required Minimum Distributions

By |2019-03-12T14:04:56-07:00December 28th, 2015|Advisory, Tax|0 Comments

Understanding Your Required Minimum Distributions The phrase RMD, or Required Minimum Distributions, refers to the amount that you are required to withdraw from any traditional IRAs or employer-sponsored retirement plans each year after you reach age 70 ½. You can take more than the required minimum, but you are not allowed to take less. If [...]

23 12, 2015

6 Tips for a Better Investment Portfolio

By |2019-03-12T14:04:57-07:00December 23rd, 2015|Advisory|0 Comments

Every investor wants to maximize their gains while minimizing their losses. Unfortunately, you can never be certain that you will be successful with all of your investments all of the time. These 6 tips will help you to make your investment portfolio more successful and minimize the effect of any losses. Compounding Compounding refers to the [...]

17 12, 2015

Health Insurance Coverage for Individuals

By |2019-03-12T14:04:57-07:00December 17th, 2015|Financial|0 Comments

An individual health insurance plan is a great option if you are not covered by an Employed Plan, Medicare, TRIcare, or Medicaid. The Affordable Care Act marketplace offers high-quality coverage for Individuals and Families that are unable to obtain affordable coverage elsewhere. The categories to choose from are: Bronze: The insurer pays 60 percent and you pay 40 percent. [...]

15 12, 2015

Frequently Asked Questions About Certified Legal Document Preparers

By |2019-03-12T14:04:58-07:00December 15th, 2015|Legal Documents|0 Comments

  What is a Certified Legal Document Preparer (CLDP)? The Arizona Supreme Court certifies non-attorney legal document preparers in Arizona who provide document preparation assistance and services to individuals and entities not represented by an attorney. What can a CLDP do? Legal document preparers may: provide general legal information as to the procedural requirements of [...]

12 12, 2015

Tax Preparation: 5 Essential Tips for the Newly Self-Employed

By |2019-03-12T14:04:58-07:00December 12th, 2015|Tax|0 Comments

Being self-employed definitely has its perks; you get to be your own boss, set your own hours, and have total control over your work. However, it also means being subject to more in taxes, in addition to possible headaches when it comes time to prepare your tax return each year. If this is your [...]

11 12, 2015

Buying Life Insurance: 5 Common Mistakes to Avoid

By |2019-03-12T14:04:59-07:00December 11th, 2015|Financial|0 Comments

It's never too early to buy life insurance, especially if you want to make sure your family and loved ones are taken care of in the event that something happens to you. Specifically, a life insurance policy can help to cover funeral costs and related expenses while also providing financial stability for your loved ones. Before [...]

9 12, 2015

Health Savings Account Basics

By |2019-03-12T14:04:59-07:00December 9th, 2015|Financial, Tax|0 Comments

HSA stands for Health Savings Account. HSAs are special accounts that allow you to use tax free money to pay for your health care expenses. These are utilized by those who have high deductible health plans so that they can have a savings by using tax-free money to pay for their health care. Who Can [...]

3 12, 2015

The Importance of Working with a Certified Financial Planner

By |2019-03-12T14:05:00-07:00December 3rd, 2015|Advisory|0 Comments

Financial planning is an obvious necessity. Without our ability to plan our own finances, we wouldn't be able to save, invest and improve our situation. While we all know and understand its importance, we often fail to meet our own financial planning needs. This leads to a feeling of hopeless as if we are incapable of managing our own money. Fortunately, [...]