Financial planning resources · Tucson, Arizona
Global Investment Strategies® Blog
Best Age to Take Social Security: How Tucson Couples Decide
Quick Answer: For many married couples, the strongest move is for the higher…
Funding a Charitable Gift Annuity From an IRA
Quick Answer: Federal law lets an IRA owner age 70½ or older send…
The Arizona Charitable Tax Credit in 2026
Quick Answer: The Arizona charitable tax credit reduces your state tax bill dollar…
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…