A Great Retirement Planning and Portfolio Tip for Our Surprise AZ Friends
Can you believe it? Three weeks until the May 17th deadline! You’ll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in Surprise AZ, daydreams like these become more frequent while contemplating retirement (not just...
Helping Surprise AZ Residents Understand the Purpose of Life Insurance
As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near Surprise AZ … the other part of...
Buying a House in Surprise AZ During this Housing Shortage
Buying a house in Surprise AZ right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts — and while this is admittedly not within my direct “wheelhouse” … I think it will help as we...
Big Earned Income Tax Credit Changes for all Surprise AZ Filers in 2021
I have to apologize to all of my Surprise AZ clients for the sheer volume of tax-centric writing I’ve been doing the last few weeks and months. Normally, I like to write on other topics (in addition to the tax-related stuff) … but I cannot emphasize enough...