Contributing to a 529 Plan in Arizona Just Got Even Better!
It’s been a great thing to contribute to a 529 plan in Arizona for a long time now, but it just got even better! New rules around tax deductions for contributions to this type of college savings plan make it even more attractive.
Why Everyone Needs an Estate Plan
There are a number of misconceptions about estate planning. Many people think you need to be ultra-wealthy to create one or that they’re just for senior citizens or families with young kids. In reality, an estate plan covers lots of different scenarios.
How to Avoid Probate
Most people we talk to have heard of probate and want to avoid it, but they don’t know why or how. That isn’t necessarily a bad thing. If you’ve never had a loved one die, you may never have experienced it.
4 Tax Tips That Could Save You Thousands
Taxes are the number one place that people can save more of the money they earn by implementing just a few simple tax strategies.
The Expanded Child Tax Credit
Many taxpayers have begun receiving monthly payments as a result of the expanded child tax credit for 2021. What many people don’t know is that those payments are NOT just extra stimulus money.
Why We Use Betterment for Investing
Here is why we choose Betterment for our own personal investing (and have many of our clients hold their accounts there as well).
4 Simple Steps to Build Wealth
Building wealth in just 4 practical steps? Yes, with confidence I can tell you these are super, super simple.
How to Battle Financial Anxiety
At least 51% of people have had some kind of financial anxiety since the pandemic began.