Financial planning resources · Tucson, Arizona
Global Investment Strategies® Blog
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…
How a Section 162 Executive Bonus Plan Uses Life Insurance
Quick Answer: Your company pays a bonus that funds a permanent life insurance…
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 ESOP Repurchase Obligation
Quick Answer: An ESOP repurchase obligation is your company’s promise to buy back…
Roth Conversion Before RMDs: Why 2026 Favors Tucson Retirees
Quick Answer: Once you reach RMD age, you must take your full required…
Is Social Security Taxed in Arizona? A 2026 Guide for Tucson Retirees
Quick Answer: No. Arizona does not tax Social Security benefits at any income…
Retirement Planning for Business Owners Who Are Not Ready to Sell Yet
Quick Answer: To convert business equity into retirement income, you need a multi-year…