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/
Read MoreCharitable 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…
Read More5 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…
Read MoreOur 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.
Read MoreYour Estate Planning Questions Answered
Estate planning isn’t only for the wealthy. Whether your assets include real estate, investments, personal belongings, insurance, etc., it’s important to detail the distribution of those assets after your passing with an estate plan. In this Forbes article, our co-founder answers important estate planning questions.
Read MoreArizona Daily Mix Asked Us for Tips & Advice on Retiring Early
Watch the interview with our co-founder, Calvin Goetz.
Read More5 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,…
Read MoreInspiration 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…
Read MoreNo Matter the Age, There’s No Place Like Home
For many, — hopefully most — “home” represents security and acceptance. A place to retreat when things don’t go your way; a place to celebrate when they do. Not long ago, the holidays were the one time of the year when the family reconvened to spend time together under one roof. Now, it’s not uncommon…
Read MoreWhat’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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