Phoenix Business Referrals

11/29/2022

It's no secret that there are large recessionary concerns for 2023. This article gives some ideas towards managing the turmoil. Need some other ideas? I'm always open for a no hassle talk 480-275-6354 x 103 .

Building wealth during inflation might seem like an impossible task unless you study the market and set out to build your portfolio.

11/10/2022

As we approach the end of 2022, you may be preparing to fulfill your tax obligations for the year. Here’s some advice to consider before making any year-end tax moves.

It appears that there won’t be any significant tax increases that will take effect this year or next year -- that's good news for taxpayers.

10/04/2022

Most CIO’s I am following claim that “cash is NOT trash” during this market environment. True, if your investment timeline is greater than 10 years and you have a strong stomach for volatility, opportunities abound. Yet, for those willing to wait for calmer waters finally there is some gain to be earned on your safe haven cash. Considering a 1 year treasury currently will lock your money up for 3.8% some of these rates without fees can be attractive.

Make your money work for you.

09/23/2022

Over the years I've met many parents with vairous points of view. All valid from their own experience. However It's simple, you can't take a loan out for retirement. Want to save for both and minimize taxes? What's your strategy? Let's chat.

Many parents think that tapping or stalling retirement savings is a good way to help their children pay for college and avoid student loans. It's a huge...

09/15/2022

Countless executives retire with each passing year. Stepping away from the business you played such a prominent role in can be complicated and the succession process requires careful planning. But in addition to formulating an exit strategy and ensuring that your business is positioned to succeed in your absence, it’s important that you also commit sufficient time to deciding what the next phase of your life will look like. As you plan for your own future there are five important considerations.
Use this guide to help you prefer for our complimentarty meeting today. Remember, failing to plan... "/

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08/07/2019

You know we love our Cardinals 🏈🏈🏈 almost as much as we love our clients 😉 so we are giving away 4 FREE tickets to tomorrow’s game. SO.. all you have to do is 1) share this post, 2) like our FB page and 3)follow us on Instagram . That’s it!! Contest ends at midnight tonight. Winner announced at 7am Thursday 8/8. GO!!!

03/20/2019

Today we have Mr. Bob DiCarlo with Cole Wealth Management presenting!

03/13/2019

Excited to have Ken Epstein with Epstein Studios Photography presenting today.

02/06/2019

Today we have Lee with Coyote Rose Gifts and Gourmet Baskets!

01/30/2019

Today we actually have Jim Dye of Premier Southwest presenting!

01/29/2019

We’re excited to have Michael E. Castillo with PostalMax as our speaker tomorrow!

01/23/2019

We would like to introduce our newest member Dillon with Beyond!