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 …

Social Security Loophole Closing

A unique social security loophole, especially for married couples at full retirement age (66 currently) that haven’t already filed for their benefits, is closing April 29, 2016. The ability to take advantage of the expiring law may make a large difference in …

The Sequoia Story

A mutual fund that has been making news lately is the Sequoia fund (ticker SEQUX). The fund has an enviable long term track record with its roots tracing to none other than Warren Buffet.  Unsurprisingly, the fund’s long term success …

Arizona Tax Credits

Just a friendly reminder to our Arizona based clients that tax credits are available for donations to various organizations, some of which must be made by year end. A tax credit is a dollar for dollar reduction in the amount …