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How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines, it’s important to realize the comprehensive advantages of working with a personal…

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Changes in Tax Code Necessitate Reevaluation of Retirement Plans

As a member of the exclusive Ed Slott Elite IRA Advisor Group SM, our founder Calvin Goetz recently completed Ed Slott’s 2-day training on changes in the tax code and how they may impact retirement planning. The Tax Cuts and Jobs Act signed into law on December 22, 2017 included well-known changes such as reduced…

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4 Reasons Your Retirement Plan Might Fall Short

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short. According…

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Market Commentary Q1 2018

Read our latest market commentary, which covers the first quarter of 2018. If you would like to speak to one of our advisors, please contact us to schedule an appointment.  

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Preparing Your Children for Adulthood Through Financial Literacy

As financial advisors, we learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. We also often learn about their frustrations and regrets regarding past financial decisions. During these conversations about financial regrets, we often encourage clients to remember that with time comes perspective and experience. So…

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Calvin Goetz: One of Phoenix’s Most Inspiring Stories

Our founder, Calvin Goetz, is featured as one of Phoenix’s Most Inspiring Stories by VoyagePhoenix. In the feature, Calvin discusses the inspirations that paved his professional path, including the powerful influence of his parents’ work experiences as teacher and builder, which has led him to become an impassioned educator on retirement and financial planning. Click…

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Financial Complexities of a Longer Life

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy.…

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8 Key Life Events that Require Financial Guidance

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are eight key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to…

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What the New Tax Law Means for Your IRA

The Tax Cuts and Jobs Act made sweeping changes to the tax laws. How will these changes affect your IRA? Ed Slott breaks down five things you need to know about how the new tax law will impact your IRA. Read the full article here: https://www.irahelp.com/slottreport/tax-reform-and-your-ira-%E2%80%93-5-things-you-need-know   (Note: Calvin Goetz is a member of Ed Slott’s…

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2017 Year End Market Commentary

Read our year end commentary for an overview of the market’s performance in 2017, including our thoughts on a surprising equity rally and historically low volatility.

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