How To Become a Millionaire
First, this is not about getting rich quick. If you’re looking for advice on how to get rich quick, you’ll need to look elsewhere. Chasing “get rich quick” schemes [...]
What’s in a Legacy Drawer?
Having an estate plan, or a will and trust is wise. These serve to pre-plan the management and disbursement of your assets, property and other affairs throughout your life [...]
Tax Planning Tips for 2019
Planning for your taxes takes more than a few hours every Spring. Proper planning throughout the year can mean more money in your pocket and less headaches in April. Follow [...]
Start Saving for Spring Break Now
Vacations are a part of life and they are good for you. Allinahealth.org published this article that said we are more productive, have better physical health and improve mental health [...]
Are Solar Panels a Good Idea?
Most people only consider the cost of solar panels compared to the savings on their electric bill. There is even a tool that google made to help you determine [...]
Should I Use My Credit Cards for the Rewards?
In short, no. I am a Registered Investment Advisor, Licensed Mortgage Loan Originator, Licensed Property Casualty Insurance Agent, Licensed Life Health & Accidental Death Insurance Agent, and Responsible Individual for [...]
When is the Best Time to Start Your 2018 Taxes?
A new year is here--2019! Now begins the countdown to April 15, tax day. Typically, I have found people are in two camps when it comes to taxes: one, they [...]
What Age Should I Get a Will and Trust?
Planning ahead for when you pass away is important at any age. This process is called estate planning. In this blog, we’d like to lay out some specific milestone actions [...]
How to Save for Retirement
According to this study done by Northwest Mutual, one in three Americans have less than $5000 saved for retirement and one in five have not started saving for retirement at [...]
5 tips to make the most of your Airbnb / VRBO / Vacation Rental Property
This content was originally posted here. 1. Make sure short term rentals are allowed before you buy. In 2016, a law was passed that prevents Arizona cities, towns, and counties [...]