Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®

Video: Volatility and Valuation

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Video: Annual Investment Outlook

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Video: Earnings, Economy, & Election

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Arizona Tax Credits Offer Tax Savings: 2024 Update

A new year, another chance to trim your tax liability. We first wrote about Arizona’s unique tax credits and the tax savings they can provide in 2022. This program is ongoing. We wanted to remind our Arizona clients of what these taxes are, how they work, and the updated figures and deadlines for the 2024…

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Video: What to Expect in December

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