Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...
Choosing a beneficiary for your 401K is an important decision. Even though retirement accounts do not have to go through probate, they can still be subject to taxes and fees. And when it comes to inheriting a 401K account, different rules apply for charities, spouses,...
The best places in the world for stargazing are designated “dark sky” locations. Arizona residents are lucky to have more than twenty of these places in the state! We explain what the term “dark sky” means and reveal the three best spots where you can...
Summer has arrived in Arizona! While it may bring scorching temperatures, this season also presents plenty of opportunities for adventure and exploration. Hiking, camping, and visiting farmers markets are all popular activities, but they aren’t the only things to do in Phoenix. Here’s our list...
After tying the knot, there seems to be a happy bubble surrounding you and your new spouse. It’s easy to get lost in day-to-day life and feel like there’s still plenty of time to take care of the finer details. However, estate planning is a...
Cryptocurrency saw a huge surge in popularity a few years ago. Celebrities were promoting it in commercials, and suddenly it seemed like everyone was investing. However, it's still a fairly new phenomenon, so people naturally have a lot of concerns when it comes to leaving...
There's always a lot of paperwork involved in changing your primary residence. You have to notify the Post Office to forward your mail and change the billing address on all your accounts. It gets even more complicated if you're moving out of state, because you'll...
Individual situations and people can change quickly and dramatically. You don’t want to disclude an irresponsible child from their inheritance—you want to protect their financial future so that when they’re ready, they can handle a large amount of money. Let's go over how to leave...
In this digital age, almost everyone has at least one Facebook page. Whether you joined to share pictures of your grandchildren, to promote your business online, or you've had an account ever since the site exploded in 2009, you need to think about what will...
A durable power of attorney (POA) is a legal document that gives someone you trust the right to make financial and/or medical decisions on your behalf. It's a good safeguard to include in your estate plan, just in case a time comes when you are...