Let’s Talk Estate Planning

Let’s Talk Estate Planning

Options abound for leaving a legacy … and ensuring peace of mind By Lisa Sahady, Regional Director, Arizona Community Foundation Most of us do not like to think beyond our lifetimes. It can be uncomfortable considering death, let alone talking about what will happen...
Heart Smarts About Money

Heart Smarts About Money

The Importance of Talking About Finances Before Marriage By Kathleen Nemetz, MBA, CFP®, CDFA™, Certified Financial Planner ™ Practitioner, Stratos Wealth Partners  Getting married? When planning a legal union, it pays for couples to consider the financial aspects of...
Stop, Look, Listen

Stop, Look, Listen

  Expert Tips to Avoid Being Fooled by Scammers By Stephanie Sterling EA, AIF®, ChFC® A cyber-attack can appear in a variety of different ways. It is hard to stay ahead of the “bad guys,” who seem to be able to work around any security measure put in place. It is a...
Building Wealth to Improve Your Health

Building Wealth to Improve Your Health

Simple Tools to Take Control of Your Money and Prevent Stress-Inducing Financial Situations By Rhonda Chavez Payne, Wealth Manager, Stratos Wealth Management Nothing causes the heart rate to spike like finding out you’ve overdrawn your bank account.  Or having your...
How Do You Want to be Remembered?

How Do You Want to be Remembered?

Tips for providing clarity, peace of mind, and closure to those left behind By Stephanie Sterling, EA, AIF®, ChFC® When you die, will your family be in turmoil? Will there be arguments, resentment, and doubt, or will there be a sad-but-smooth transition, with your...