Financial planning resources · Tucson, Arizona
Global Investment Strategies® Blog
Second-to-Die Life Insurance and When It Still Makes Sense
Quick Answer: Second-to-die life insurance covers two people on one policy and pays…
How Phantom Shares Work in a Private Company
Quick Answer: Phantom shares give a key employee the financial value of ownership…
Is Key Person Insurance Tax Deductible for Your Business
Quick Answer: No. When your business owns a key person life insurance policy…
Community Property Step-Up in Basis: A Guide for Arizona Couples
Quick Answer: When one spouse dies, federal tax law resets the cost basis…
How a Cross-Purchase Buy-Sell Agreement Works for Arizona Business Owners
Quick Answer: In a cross-purchase buy-sell agreement, each owner holds a life insurance…
Retiring in Arizona: A 2026 Tax Guide for Tucson Retirees
Quick Answer: Arizona taxes most retirement income at a flat 2.5%, including IRA…
The Bucket Strategy for Retirement
Quick Answer: The bucket strategy splits your retirement savings into three groups based…
Are Long-Term Care Expenses Tax Deductible? A Guide for Tucson Families
Quick Answer: Long-term care expenses are tax deductible only under narrow conditions. You…
Charitable Gift Annuity Rates and What They Actually Pay
Quick Answer: Charitable gift annuity rates come from a schedule published by the…