Kathleen Owens, Aurora Financial Planning Investment Management Arizona investors may be surprised when they learn of changes to annuity sales in Arizona Bill 1557: Arizona Revised Statutes; Relating to Annuity Transactions. This bill, signed into law in 2020, says that an insurance agent shall act in the best interest of the consumer, but then goes…
Tag: Dollars and Sense
Features, May 2024
Dollars and Sense: Costs of Mutual Funds and Exchange Traded Funds
Kathleen Owens, Aurora Financial Planning Investment Management Mutual funds and exchange traded funds (ETFs) are like a basket of investments. You combine your money with other investors to “mutually” buy stocks, bonds, and other investments. Professional money managers decide the strategy and manage the fund. There is a mutual fund or ETF for just about any…
Features, April 2024
Dollars and Sense: You Could Save Thousands with the Right Financial Adviser
Kathleen Owens Many think that all financial advisers are about the same, but nothing could be farther from the truth! It is unfortunate that all financial advisers are not all held to the same rules and regulations. There are two types of financial advisers. The first conducts business on a transactional basis. This type of…
Features, January 2023
Dollars & Sense: Helping You Strive for Excellence
Arete Financial Solutions Are you tired of spending your time running around the valley to meet with your accountant, tax preparer, lawyer, and financial advisors each year? Arete Financial Solutions, LLC is here to help! Arete, a Greek word meaning to “strive for excellence in all areas of your life,” is more than your typical…
Features, July 2022
Dollars and Sense: Estate Planning Matters
Arete Financial Solutions At Arete Financial Solutions, we understand that everyone’s estate planning needs are different, but the desired result is the same: peace of mind. Mourning the loss of a loved one is incredibly emotional. It makes it even harder when the loved ones must undergo the additional stress that comes along with sorting…
Features, February 2022
Dollars & Sense: Financial Well-Being in 2022
Arete Financial Services The start of a new year is an ideal time for individuals and businesses to take stock of their financial wellness. Goodyear-based Arete Financial Solutions provides individuals, families, and businesses with personal and corporate financial planning, accounting, tax preparation, and legal services, all under one umbrella. “Having our advisers working under one…