Blogs

Fighting short term jitters

I am not going to bury the lead:  "short-term" does not apply to your long-term investment goals.  While everyone has different ideas and goals for those long term assets, it shouldn't matter if you are 5 years or 35 years away, your investment allocation should already be set appropriately for that time horizon.  But, oh, … Continue reading Fighting short term jitters

Back-to-school in AZ: think tax credits!

Summer vacation season is coming to an end here in Arizona, even if summer temps are not leaving us. Now is a good time to take a look at two things related to the new school year: back-to-school budgets and tax credits. I don't have to tell any of you who are parents that kids … Continue reading Back-to-school in AZ: think tax credits!

Retirement & College on sale!

Many folks grapple with this situation: do I save for my own retirement or do I help my kids with college expenses? My bottom line answer is this: your kids can get low interest loans for college -- you can’t do that for retirement. Easy to say, but there's a lot more to it than … Continue reading Retirement & College on sale!