Key takeaways Your mortgage isn’t the only cost— taxes, insurance, and maintenance can add up. Be prepared for ongoing expenses like property taxes and homeowners insurance. Set aside money each year for repairs and maintenance. Don’t forget about utilities, HOA fees, and upfront costs like closing fees. Budgeting for these expenses now can save you...Read More
October 30, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome Anbu Chandran to the team as our new in-house Tax Planning Associate. Anbu brings extensive experience working with a broad range of industries, providing planning as well as preparing individual and business tax returns. Read more about her on our About...Read More
August 4, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome John T. Polk, Esq to the team as our Director of Tax Planning. With his Master of Laws in Taxation, as well as 15 years worth of experience in taxation, estate, and business law, he will be heading up our tax...Read More
August 4, 2025, Phoenix, AZ— Over the past several years of serving our clients, there are many common needs uncovered through financial planning. Among the most requested we found was Bookkeeping. After working on the backend to fine tune a solution for our clients, My Financial Coach (MFC) is pleased to announce an expansion of...Read More
June 24, 2024, Phoenix, AZ— My Financial Coach (MFC) is thrilled to unveil its latest offering: a CFP® guided tax planning and filing services for a full tax year starting in the year 2024, available for launch July 1st. Key Features of the Service: Seamless Annual Electronic Tax Filing Comprehensive Tax Reports and Analysis Cutting-Edge...Read More
November 9, 2023, Phoenix, AZ— As part of My Financial Coach’s commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Axias Wealth Advisors. From student loan forgiveness to reducing tax drag on investments, Axias Wealth Advisors understands the unique challenges and needs of physicians, business...Read More
“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes”. – Benjamin Franklin Benjamin Franklin was one of the greatest “Renaissance” men of his generation, adept at everything from science to politics, he was also known...Read More
