FINANCIAL PLANNING FOR WOMEN

AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, ISN’T SAVING AND GENERATING FINANCIAL SECURITY A COMMON PURSUIT IRRESPECTIVE OF SEX? While tactics are of course the same, the general circumstances associated with women (as compared to men) necessitates a customized approach to financial

tax harvesting Arizona

How Tax-Loss Harvesting May Help Lower Your Tax Bill

A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months of the year to review their portfolios and assess their winning and losing investments. It’s also a good time to do tax planning for the upcoming filing season; decisions you make before year-end can

retiring earlier then planned

Retiring Earlier Than Planned?

Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some questions to ask yourself if it happens. Do you want to keep working? You may have to rely on your spouse or partner’s income—or your emergency fund—for many months if you look for another full-time