Including the care of your pets in your estate planning helps ensure they’ll be cared for after you’re gone By Kathleen Nemetz, Stratos Wealth Partners When pet owners die, their morning greeters and best fur friends are treated as personal property under state and...
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...
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...
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...
By Joanna Dodder Nellans If you’re looking for a home loan or even trying to save a purchase, it’s a good bet to seek out a mortgage lender because they focus only on home loans. That means they know the home loan business inside and out. In Prescott, the...
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...
