Broker Check

Blog

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.

 

Wednesday, September 9, 2020

My first RV trip…how I stayed at Vineyards for free, Rented an RV for $1/day, and got to stay at camp sites that weren't teaming with other RV goer's over 4th of July weekend. As a financial planner I find RV Purchases to be a...

 

Friday, April 24, 2020

The Overview Employer sponsored retirement plans are amazing for accumulation Most employer sponsored retirement plans are terrible for distributions due to pro rata liquidations from your investments Pro Rata Definition: When...

 

Friday, April 10, 2020

We wanted to provide you with a summary of the CARES act that was recently passed. If you or your loved ones have been affected because of the Coronavirus please read this and share. There are important considerations regarding:...

 

Tuesday, April 7, 2020

After-Tax Contributions: Super-Charging your Retirement Savings Plan By Sloan Walters An increasing number of employers offer 401(k) plans with unique features. One of those unique features is the ability to make after-tax...

 

Tuesday, March 24, 2020

Our View on the Markets? Stunning.March 24, 2020 The speed and magnitude of the equity-market decline have been record-setting. Investors have been stunned and are responding with panic. The pace of change - market movements, virus...

 

Show All

Thursday, January 10, 2019

The New Years article is designed to be simple in nature. Everyone can benefit from it, but I wanted to target people who need help with some of the foundational elements of financial planning. New Year’s Goals There's...

 

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...