Your Money

Orion and Kate Steen

Randy’s Legacy

Randy was my oldest friend in Arizona.  He died yesterday.  I got a call from his son, David.  “Dad’s gone”.  We knew he had...

A healthy correction but will it last?

No doubt most readers of my column have been made aware of the turmoil that has fallen on the financial markets in the past...
Happy 65!

Happy 65th Birthday?

We meet most of our clients just prior to their 65th birthday.  Three months before, three months after and the month of our 65th...
heber overgaard az

Mutual Funds vs. ETF’s

There has been a lot of publicity in recent years regarding ETF’s, (exchange traded funds) and how they are potentially a better alternative to...
Heber Overgaar School District

School Tax Credits

If you haven’t yet donated to the local school district for 2017, there is still time. Individuals or families may donate for 2017 up...

How are you feeling?

I’m not going to spend a lot of time on the subject of insurance in this issue.  I want to share with you some...
Heber, AZ

Celebration Time?

With Christmas behind us and the new year upon us, I’ve seen a lot of celebrating recently.  I’m not sure what the excitement is...

What Is An Annuity?

Happy new year to everyone!  I hope you made it through the holidays happy and healthy.   With the new year I thought I would get...