07
Nov
Strategic Insights – November 2025
November brings both gratitude and opportunity. As cooler weather settles over Arizona, Strategic Income Group reflects on thankfulness—faith, family, and the privilege of guiding clients toward purposeful wealth. This month’s Strategic Insights highlights the Federal Reserve’s November rate cut and…
15
Oct
202 – Roth Conversions: A Strategic Path to Tax-Efficient Retirement
as possible. But how you save is just as important as how much you save. The type of accounts you use can significantly affect your long-term tax liability, retirement income, and even the legacy you leave behind. One of the…
01
Oct
Strategic Insights – October 2025
It’s that time of year again in Arizona. The mornings are finally cooling off, baseball playoffs are here, and yes—the snowbirds are back. For year-round residents, that means heavier traffic and longer waits at restaurants. But it also brings fresh…
24
Sep
Stress Testing Your Financial Foundation: Protecting What You’ve Built
Most families spend their financial planning energy on growth—building investment portfolios, maximizing returns, and preparing for retirement. Growth is exciting. But true wealth isn’t just about how much you accumulate; it’s about how well you protect it. We’ve seen families…
02
Sep
Strategic Insights – September 2025
- 101 - Financial Stewardship & Money Management (Basic Level)
- 201 - Introduction to Investing & Wealth Growth (Basic Level)
- 301 - Retirement Planning & Income Distribution (Basic Level)
- Strategic Insights
The economy is sending mixed signals—strong GDP growth and resilient markets on one side, weakening leading indicators and tariff uncertainty on the other. From potential Fed rate cuts to elevated equity valuations, we explore what these shifts could mean for…
15
Aug
What You Need to Know: The “One Big Beautiful Bill” and How It May Affect Your Plan
On July 4, 2025, the One Big Beautiful Bill Act (P.L. 119-21) officially became law, introducing significant revisions to tax, healthcare, and legacy planning rules. Here’s what it means for you — and how it may affect your financial strategy.
14
Aug
Strengthening Your Foundation: How Maricopa Title Alert Enhances Your Financial Security
Protect your property with a simple, free step. The Maricopa Title Alert program notifies you by email or text any time a new document is recorded in your name, helping you respond quickly to potential title issues. Learn how this…
