Category Archives: Family

As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your education, it’s important to understand the financial side. Let’s delve into some eye-opening statistics…

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It’s the most edible time of the year! The Arizona Restaurant Association, the organization which advocates for and supports the hospitality industry throughout the state, announces the return of its popular bi-annual event, Arizona Restaurant Week (ARW) — taking place Friday, Sept. 8 through Sunday, Sept. 17. During 2023 Fall…

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August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin’s loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from this situation is clear: creating a thorough…

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For many women, financial independence is their No. 1 concern. But what steps can a woman take to help her achieve this throughout her life? Here are a few key action items you can take to help create financial confidence in your retirement years: 1. Keep money in your name.…

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Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from one generation to the next. The…

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Fun, tender and sacred memories you can create with your dad this day and every day. 1 – Spend Unhurried Time Sounds simple, but with our busy lives, it takes intentional planning to find time for unhurried eyeball-to-eyeball moments with our loved ones. If you can’t be there in person with…

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Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned income, you may…

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As Arizonans, we have learned to take advantage of, and appreciate the warm summer months. But, on those scorching hot summer days, too much fun in the sun can lead to heat-related health risks like heat stroke. So, how can you and the family can keep cool outdoors? We’ve made…

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Do you have someone in your life who is graduating this spring? The form and function of graduation gifts can be sticky territory. It’s important to consider not only the level of degree being attained but also the personal traits, interests and ambitions of new grads to ensure your gift…

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