Financially Independent

Financially Independent

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...
Providing for Your Furry Friends

Providing for Your Furry Friends

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...
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...