Are You Prepared for a Bear Market?

by Ronald Stevenson and Barbara Clark Stevenson, Owners, American Financial Investments, LLC If you’ve ever visited New York City, you may have seen the famous bull statue in the financial district. That bull is considered a sign of optimism, indicative of what’s known as a bull market, referring to a time when the stock market … Read More…

FINANCIAL PLANNING & WEALTH MANAGEMENT EXPERTS

Jonathan Borrette Spirit West Certified Planning, LLC Jonathan Borrette, is a U.S. Navy Veteran and Arizona Licensed Health and Life Agent with Spirit West Certified Planning, LLC. Specializing in Medicare Advantage, Medicare supplements, and long-term-care insurance, Jonathan is happy to meet with clients at his Gurley Street office and also makes old-fashioned house calls upon … Read More…

MAKING CHARITABLE GIFTS USING YOUR IRA CAN BE A BIG TAX ADVANTAGE

by The team of independent financial advisors at Stratos Wealth Partners Wondering what to do with your annual IRA required minimum distribution? If you can live without the income (and taxes) that a large minimum distribution (RMD) generates, think about taking a qualified charitable distribution (QCD) from your traditional individual retirement account (IRA) to satisfy … Read More…

2018 DEATH AND TAXES

by Anne B. Wenzel, CPA, Tiensvold Shaffer Wenzels CPA’s PLLC Death and taxes, that’s what we say, right? The two things that are for certain.  For those of you who lost loved ones this year, I hope they moved on to a better, more comfortable place and you can find peace in your memories of … Read More…