How do your services work? We begin by developing a comprehensive, customized plan delivered over a series of approximately three meetings each spaced about 2-3 weeks apart. We call this a Juicing® Plan – the process is designed to help you “squeeze” more out of your money. Your financial plan projects how well prepared you are to meet your retirement... View Article
Tax-deferred growth is a key feature of retirement accounts — traditional IRAs, SEP-IRAs, SIMPLE IRAS, SARSEP IRAs, Roth IRAs, 401(k)s and the like. But, with the exception of distributions from a Roth IRA, you can’t defer income taxes forever. In fact, upon reaching age 72, the IRS requires that you start withdrawing as ordinary income a portion of the money... View Article
The Arizona State Tax Credit program allows you to make a donation to an eligible organization and receive a dollar-for-dollar credit against Arizona state taxes owed. Donating to tax credit eligible organizations will most likely leave you in a tax neutral situation – meaning you’ll pay about the same total amount whether you use the tax credits or just pay... View Article
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