Whether you're celebrating with a cookout, family gathering, or watching fireworks with friends, #independenceday reminds us to give thanks for the freedoms we hold so dear. Happy 4th!
#wealthmanagement #finance #wealth #summer #financialwellness #fourthofjuly #happyfourth
Earlier this month, 3 of our wealth advisors partnered with other OneAZ associates in giving back to Wrapped In Love of northern Arizona and Sahuarita Food Bank in the southern region. Keep up the great work Robert, Tammy, and Daniel!
#volunteer #volunteering #wealthmanagement #arizona #azfamily #giveback
As the days get longer and the weather gets warmer, it's the perfect time to do a financial check-in with these 3 tips:
✔️ Create or update your home and personal property inventory. Use your phone and a reliable digital-backup service to record and store videos of your valuable possessions.
✔️ Take a look at your estate strategy, and see if it continues to reflect your family’s wishes. Were there any marriages or divorces in the past year? Did your family welcome a new child or grandchild?
✔️ Don’t forget second-quarter estimated income tax payments are due by June 15th.
#wealthmanagement #finance #wealth #summer #financialwellness
Your 30s, 40s, and 50s are impactful years when preparing for retirement. What financial goals should you be focusing on in your 30s and 40s? Do you have an income or tax strategy set up for your 50s?
Register now at the link in bio for our upcoming Webinar on April 25th -> Building A Strong Financial Future: Strategies For Ages 30s/40s/50s!
#webinar #wealthmanagement #financeeducation #retirement #retirementplanning #genz #millenials #future #tax
March is #WomensHistoryMonth, and we honor and celebrate the struggles and many achievements of women all throughout history.
#womeninbusiness #womenshistory #wealthmanagement #finance
#Retirement planning is one of the most important financial goals of your future. Don't miss out on our upcoming webinar to catch the top 11 IRA planning mistakes to avoid.
BONUS: #SecureAct 2.0 Highlights Shared
Register at the link in our bio!
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When:
Tuesday, March 7th
12:00 PM (AZ) or 5:00 PM (AZ)
#wealth #wealthmanagement #arizona #arizona #oneaz
What are the 5 Key Components of a good Wealth Plan?
• Capital Accumulation
• Risk Management
• Retirement Planning
• Tax Planning
• and Legacy Planning
Our aim is to help you reach your #financialgoals and simplify your finances for you.
#capitalaccumulation #riskmanagement #retirement #tax #taxes #legacyplanning #wealth #wealthmanagement #arizona #arizona #oneaz
Good money habits can help you as you save and invest for the future. Here are 3 common bad habits to avoid in the #NewYear.
1) A Savings Strategy
Not saving enough. Instead of saving or investing, you might be spending on things you don't truly need. Are there areas in your life where you could cut costs?
2) Reducing Debt
Carrying too much debt is oftentimes an overlooked expense. #Balance is key when paying off debts and saving for the future.
3) Timing It Right
Investing too conservatively. Accepting some risk in your investment strategy may give you a chance for greater #reward.
Are any of these habits slowing your wealth-building momentum? If so, it is never too late build good #spending, #saving, and #investing habits!
#arizona #arizona #oneaz #wealthbuilding
#SocialSecurity has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know?
Here are 4 things that might surprise you!
#wealth #wealthmanagement #socialsecurity #socialsecuritybenefits #retirement #retirementplanning #arizona #arizona #oneaz
If retirement is right around the corner for you, are you ready?
It may almost be your birthday, but at 59-and-a-half, doors begin to open as you plan your #financialstrategy. You may encounter new financial options, such as the ability to make early withdrawals from retirement accounts and other considerations.
Financial planning with an advisor can prepare you for those big milestones, while also helping to set you up for success.
#FinancialPlanning #planforretirement #retirement #financialplanning #financialadvisor #wealthmanagement #arizona #arizona #oneaz
“Do not let any obstacles stop you. Where there are obstacles, there are also great opportunities.”
-Dottie Herman
#opportunity #motivationalquotes #inspirationalquotes #wealth #wealthmanagement #arizona #arizona #oneaz
Our O.P.M Path allows our clients the opportunity to work towards economic independence and enhance their quality of life.
• O – Organizing Your Financial Data to your #goals and objectives
• P – Plan and Project Scenarios to propose and initiate recommendations
• M - Monitoring and Managing the Process with you going forward over time
Making wise #financialdecisions is more important than ever. That's where we come in.
#wealth #wealthmanagement #arizona #arizona #oneaz
