Choosing a trusted tax advisor is one of the most important financial decisions you can make. With constantly changing tax laws, multiple income sources, and complex investments, the right tax professional can save you money, reduce stress, and help you plan for the future. A qualified tax advisor does more than prepare returns—they are your financial...Read More

Charitable giving comes in many forms, and is a question I often receive from clients throughout the year. There are different ways to approach the discussion, and the option chosen depends on the “why” – is it for tax benefits, to help a particular organization, or to create a legacy for future generations? All of...Read More

May 3rd, 2023, Scottsdale, AZ—We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome The Charitable Payraise®! The mission of The Charitable Payraise® is to help hardworking, long serving folks maximize their after tax cash flow in retirement while supporting the charities of their choice. This...Read More