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wills in Arizona financial planning

Don’t Discount Your Will

A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. There are some good …

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estate planningtrustswills
debt and financial planning

Debt, Learning, and Future Earning

How to handle the cost of continuing your education. Some people decide to get another college degree later in life. That typically means taking on student debt, and dealing with …

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debtfinancial planning
financial advisor chandler

Can Social Security Be Fixed?

An overview of its current financial dilemma and potential solutions. Will Social Security be different when you retire? Its reserves are projected to be depleted by 2034, and if that …

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social security
ocotillo estate planning

Missteps That May Negatively Impact Estate Plans

Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer issues inadequately or ineptly when they tackle the task. Here …

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  • About
  • Are We a Fit?
  • Meet the team.
  • How We Help
    • Personal Tax Services
    • Tax Planning
    • Estate Settlement
    • Business Tax Services
    • Corporate Structure
    • Fiduciary Taxes
  • Wealthnest Articles
  • My Vault
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