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Is Tax Planning Missing in Your Retirement Planning?

Retirement is something we all dream of one day. Days spent doing what we want, traveling, seeing family, and operating on our own time-table. However, for many, retirement is a dream — some people don’t believe it will be a reality for them. Sadly, of those who are planning, they may be disappointed that what [...]

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How Tax Efficient Are Your Investments?

Paying taxes is a part of life, no matter if you live in Glendale or elsewhere in the United States. However, there are ways to reduce the amount of taxes you are legally responsible for with essential tax reduction strategies. Most Americans pay too much in taxes, meaning that they pay more than they need [...]

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What You Need to Know About a Business Succession

Welcome back to the Advisory Group West blog! Here you can find more information about financial strategies that can help you achieve your financial goals and have your finances reflect your personal values. Today, we are discussing the basics of a business succession plan — what it is and how it can help you. 

Stick [...]

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Financial Planning Basics

Since 2007, money and finances have been the top stressor, regardless of the economic climate, according to an article in the American Psychological Association — and it makes sense why. Money essentially holds the keys to the present and future quality of life that we wish to have for ourselves and our family in [...]

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A Little Thanksgiving History

Thanksgiving is here and we really do have much to be thankful for – living in the greatest country in the world, with an amazing level of comfort and freedom compared with many other places.

When we think of Thanksgiving, images of colonists, Native Americans, peace and goodwill and Plymouth Rock usually come to mind. [...]

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Tax Reduction Strategies: What You Need To Know

Often when we think about having more money, we think we either have to a) make more money or b) adjust our budget. However, what if you didn’t have to do either of those? What if you could pay fewer taxes legally? 

Today, on the Advisory Group West blog, we are going to discuss the [...]

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