Social Security for 2020 and beyond: March webinar

Please join us for a webinar on March 19th at 1 PM on the subject of Social Security. The topics we will cover include: 2020 Social Security changes to be aware of How to plan your retirement cash flow taking Social …

2020 Social Security Changes (in brief)

Here’s a summary of the key changes that we believe will have the highest impact regarding Social Security in 2020 and the questions they may create for retirees and those who are close to retirement. We’ve outlined these changes in brief and …

The SECURE Act (In Brief)

If you follow the news perhaps you have heard about the recently passed SECURE Act. Without reiterating all the details (which may or may not be relevant to your personal situation), here’s what we feel are the key takeaways. Distribution timing …

Arizona Business Outlook 2020

Here’s our take on the January 2020 economy and its possible impact on Arizona business owners. Enjoy! Carrying through 2019 momentum From what we can see of the 2019 economy in Arizona and the country as a whole, it doesn’t …

Building a Better 401k

Most 401k plans are analogous to something like this: After seeing your doctor she informs you that you need to have a routine surgery.  While you are concerned somewhat, she tells you that you are perfectly healthy and have nothing …