Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA).
New Tax Laws for 2020 and 2019 SECURE Act

Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel.
How to Plan a Better Retirement – Six Steps to Create a More Confident Future

The concept of retirement is changing, but one thing isn’t: the need to plan. With life expectancy on the rise and interest rates near generational lows, it’s critical that you make sure your money will be there when you need it.