Finding the Right Balance 

Finding the Right Balance 

Socially responsible investing is a unique way to build a portfolio while changing the world Socially responsible investing—that which aligns an investor’s personal beliefs and faith with their investments—has gained in popularity. As a result, so have ways to invest...
Your New Home Office

Your New Home Office

Can you deduct “work from home” expenses? COVID-19 turned millions of you into stay-at-home workers. You had to create space for desks, computers, printers, fax machines, and office supplies. Some of these expenses weren’t paid by your employer. In addition, your...
New Look, New Name, Same Family

New Look, New Name, Same Family

Tomlinson Wealth Management is Now Schott Financial Management—Bringing 3 Generations of Financial Expertise to Locals By Amy Garbo Although the name is changing, the legacy continues: Schott Financial Management—formerly Tomlinson Wealth Management—brings to Prescott...
Watch For Con Artists

Watch For Con Artists

How to Detect Tax Scams and Phishing Attempts I received a call from a retired attorney who was seeking advice about a threatening letter he received from the IRS.  He said he had been working with a “tax person” on past IRS issues; sadly, she died in an accident a...
Has Your Financial Advisor Abandoned Ship?

Has Your Financial Advisor Abandoned Ship?

What investors need to know about succession plans and how to transition to a new financial advisor As a group, financial advisors are aging, which means many of them are about to retire or at least start working fewer hours, just as doctors, dentists, and other...