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Financial Planning

4 Financial Resolutions to Kick-Off 2018

You’ll Thank Yourself a Year from Now! With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, and personal wellness. Unfortunately, financial stability trailed far…

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Is the stock market overdue for a market correction?

We haven’t had a drop in the stock market of 3% to 5%, in an abnormally long period of time. And we’ve never seen an environment quite like this one. Our advice to clients has been to play it cautiously, while at the same time teaching clients how to understand what they should do during…

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2018 Wealth Management Tips

Advice for 2018: “Focus on creating a spending and saving budget with your advisor and stick to it.” Calvin Goetz’s 2018 wealth management tips were featured in AZ Business Magazine, including which trend to watch, top advice, and his suggested Arizona investment. Read the full article here: https://azbigmedia.com/2018-wealth-management-tips-from-calvin-goetz/

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Charitable Giving is an Investment in Yourself and Others

You may be bracing for that early December feeling – a chill in the air, the tingling of bells and a mailbox overfilled with donation requests from charitable organizations. As an American, you will probably be in a giving mood as America is one of the most charitable nations, giving away over $373 billion in…

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5 Key Year-End Retirement Account Deadlines To Consider

With the busy holiday season approaching, don’t let these important year-end retirement account deadlines get past you. Missing these deadlines can be costly – possibly resulting in stiff penalties or the loss of valuable tax breaks. Here are five key year-end retirement account deadlines to consider: 1. Take the 2017 Required Minimum Distribution (RMD) from…

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Our Latest Market Commentary (Q3 2017)

Our Market Commentary includes our thoughts and insights into what’s been happening in the markets. Read our latest commentary, which comments on market activity through September 30, 2017, by clicking on the image.  

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5 Tips to an Early Retirement

Are you ready for retirement? How much do you need to retire and still live the same lifestyle? When should you start saving? Most Americans surprisingly don’t know the answer to these questions. And even more surprising is that one in every three Americans have no retirement savings at all. But thankfully, with proper planning,…

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Inspiration for Becoming a Retirement & Financial Advisor

More than a decade of my professional career has been dedicated to serving the financial and retirement planning needs of my clients. I am proud to have helped our clients live the retirement they have always dreamed of.  My passion for my work stems from my life experiences. Watch this video to learn more about what…

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What’s Keeping Senior Clients Up at Night?

Calvin Goetz was featured in the January/February 2016 issue of NAIFA’s Advisor Today. In the article posted below Calvin speaks to tax and employment concerns as well as financial products that may be helpful to retirees.

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