Financial planning resources · Tucson, Arizona
Global Investment Strategies Blog
Will vs Trust in Arizona and What Neither One Controls
Quick Answer: A will directs assets through Arizona probate court. A trust holds…
What Funding a Trust Actually Requires in Arizona
Quick Answer: Funding a trust means changing the legal owner of your assets…
Annuity Surrender Charges Explained
Quick Answer: An annuity surrender charge is a fee the insurance company takes…
What Is a Buy-Sell Agreement
Quick Answer: A buy-sell agreement is a contract between business owners that decides…
How to Choose a Guardian for Your Child in Your Arizona Will
Quick Answer: In Arizona, a parent can name a guardian for a minor…
What a Section 162 Bonus Plan Actually Does
Quick Answer: A Section 162 bonus plan is an arrangement where your company…
A Guide to Exit Planning for Business Owners
Quick Answer: Exit planning for business owners is the multi-year process of preparing…
Does Retirement Income Affect Medicare Premiums
Quick Answer: Yes. Medicare premiums are based on income, and the income Medicare…
The Bucket Strategy for Retirement
Quick Answer: The bucket strategy splits your retirement savings into three groups based…