Actionable Advice
Maximizing Your Social Security Benefits – A Guide for Retirees
Maximizing your Social Security benefits means more than just waiting for the right age. It’s a strategic process involving key decisions that can significantly impact your retirement income. In this enlightening discussion, we will explore several strategies to make the most of your Social Security entitlements.
Managing Business Debt for Growth – Leveraging and Navigating Financial Opportunities
In the intricate dance of business growth, debt can be a partner that leads with strength or a misstep that causes a stumble. Managed strategically, it accelerates opportunities. Managed poorly, it becomes a heavy weight. Today, we’ll discuss how to harness the power of business debt.
Downsizing and Housing Options: Make Smart Housing Decisions in Retirement
Choosing the right housing option in retirement involves more than just downsizing or finding a new home. It’s about aligning your living situation with your financial, health, and personal needs. In this video, we’ll discuss various housing options for seniors, spotlighting those that provide both comfort and financial prudence.
Business Succession and Exit Planning: Securing Your Legacy and Future
The journey of entrepreneurship is more than building a business; it’s about crafting a legacy. The vision that drove your inception deserves a future, even as you contemplate an exit strategy. In this video, we unravel the art and strategy of Business Succession and Exit Planning.
Wealth Protection and Planning for Retirees Part 6 – Properly Planning Your Estate
In this final installment of our series on wealth protection and planning for retirees, we will delve into the importance of proper estate planning.
Tax Savings for Business Owners Part 5 – Executive Bonus Plans and Non-Qualified Deferred Compensation Plans
In this final installment, we’re going to unpack two highly effective tools: Executive Bonus Plans and Non-Qualified Deferred Compensation Plans. These strategies offer ways to reward key personnel while optimizing tax savings, ensuring that your business remains competitive and prosperous.
CHRIS’ BLOG
Pool Season Begins
Over the last few weeks, the temperatures in Phoenix have been increasing which can mean many things, but in the Zeches household and more importantly in Francis’ eyes, it means the start of pool season.
Easter Eggs
While the chocolate might melt in the high 90s temperatures in Phoenix, this weekend the Easter bunny will be visiting the Zeches household.
March Madness 2021
For many people, this weekend is going to be filled with watching basketball. After a year hiatus, March Madness is back!
When the Winds Change
For those of us in Arizona, now is the time we live here. Beautiful blue skies, warm weather, it really could not be better.
When a Freeze Can Be Good
Last Friday was not only the beginning of a long weekend, but it was also the date the IRS would start accepting tax returns.
To the Moon
As you may know, my sister, Elissa, and her husband, Codi, live and work in the Denver area. Prior to moving to Denver, they both worked with our firm.
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(520) 326-6923
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