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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, August 7, 2018

By Sloan Walters and Zachary Makawi An increasing number of employers offer 401(k) plans with unique features. One of those unique features is the ability to make after-tax contributions -- distinct from and in addition to Roth 401(k)...

 

Wednesday, December 27, 2017

As the year comes to an end, it's important to make sure you have considered all the steps that can help strengthen your finances. Here are a few ideas to make the most out of 2017 and beyond: Review Charitable Giving Contributions...

 

Tuesday, December 26, 2017

Business partners Sloan Walters and Jim Blakely are Co-Founders of the local financial planning company, Blakely Walters Wealth Management, in Tempe, Arizona. Having been Local First members for years, Sloan and Jim decided to increase...

 

Wednesday, September 13, 2017

If you have a credit report, there’s a good chance that you’re one of the 143 million American consumers whose sensitive personal information was exposed in a data breach at Equifax, one of the nation’s three major...

 

Friday, September 8, 2017

So your company offers a retirement plan for its employees. That's fantastic! But why should YOU put money away into it? You've probably heard both good and bad things about your plan. In what follows I'll answer a few of the...