Financial Advisor, Tucson, Retirement planning, Divorcees, Widows

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Market News

Financial Calculators

Resources for Caretakers, Social Security and Mature Adult Needs

Caretaking Topics and Resources: This website has a plethora of information for caretaking, assisted living, social security, and so much more. Use it as a wonderful and helpful resource!

Nursing Home Abuse: Use this website for information if you suspect abuse in an elder care situation and discover the actions that can be taken.

A Comprehensive Guide to Elderly Community Resources: This guide explains why community resources are important, provides a list of different resources, and explains how to access helpful organizations.

Senior's Guide to Fentanyl: This guide explains what Fentanyl is, why it is a threat, and tips for talking to adult children/grandchildren. It also has helpful articles and interactive drug education videos.

Stock Information

Market Information

Featured Content

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

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Rollover Unused 529 Funds to a Roth IRA

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

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