Articles in Tax Planning

If you’re in an age-gap relationship and need guidance in planning for your retirement start-date gap, now is a great time to get started with your unique financial plan. Here in the greater Chandler area, we know age gap relationships are common. ... Read full article

Finance Monthly just published a Q&A they did with me on advanced wealth management topics. ... Read full article

Everyone should be investing, even if it’s only a small amount. The pandemic taught us all that savings are crucial. If you want your earnings to grow fast – you must invest.... Read full article

Tax liabilities eat at your earnings and cause unnecessary stress. Fortunately, there are great year-end tax planning strategies any business owner can use to minimize your liabilities and make the most of your income. ... Read full article

Do you cringe when you hear the word ‘taxes’? If it sends panic down your spine, why not find a CPA to help you?... Read full article