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...
Strategies for reducing the impact of long-term inflation on your investments by Rhonda Chavez Payne, Wealth Manager, AAMS Are you saving for retirement? For education? If so, you’ll want to know how inflation can impact your savings. Inflation rates have fluctuated...
What to know about how age impacts financial plans By Stephanie Sterling, EA, AIF®, ChFC® I really don’t like change! My parents used to tell me, “Nothing is as constant as change.” I didn’t understand exactly what that meant as a child, but now I experience a change...
Save using an IRA or Employer Retirement Plan By Rhonda Chavez Payne, Wealth Manager, Partner Using an IRA or employer retirement plan is a smart way to save! In addition to saving, there are tax advantages to using an IRA or employer retirement plan. A deferred IRA...
How to reduce your tax liability using qualified charitable donations and state tax credits by Stephanie Sterling, EA, AIF®, ChFC® Every year it seems the tax code becomes more and more complicated; as some opportunities disappear, others are created that can lower...
Key money management lessons to teach young adults now By Rhonda Chavez Payne, Wealth Manager Some of the biggest financial lessons a child learns happen when they’re entering adulthood. I’ve recently heard it said that 22 is the ideal age for young adults to achieve...
