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Your Wealth & Beyond

Dec 17, 2018

Deepak Shukla is the founder and CEO of Pearl Lemon - an award-winning SEO agency that outranks bigger, better-funded competitors. He’s a leader in helping people grow their businesses and cultivate online reputations, and his work has been featured in TedX talks, as well as on SEMRush, the Huffington Post, UpWork,...


Dec 5, 2018

You can’t legally get away from paying taxes - it simply isn’t possible. However, if you live in Arizona, like I do, and you want to help make sure that your tax dollars are going to a good place, you have a number of wonderful ways to do exactly that. 


In fact in the state of Arizona, if you’re a joint filer, you...


Nov 12, 2018

Chris Ronzio is a serial entrepreneur. As the founder and CEO of Trainual, he helps small and growing businesses document what they do, delegate roles, and create scalable operations manuals to centralize and teach their processes, roles, and responsibilities.

Before founding Trainual, Chris learned how to build and...


Oct 12, 2018

As planners, advisors, and CPAs, we all know that the Health Savings Account is the best retirement account out there. If you’re not contributing to one, you need to ask yourself - or your financial planner - why not, especially if you’re a high income individual or a business owner who has a high-deductible health...


Sep 21, 2018

Many healthcare decisions were made for you by your parents as a child and your employer as a working adult. However, once you turn 65, you’re suddenly eligible for Medicare - and there are many options, as well as mistakes you can make. One wrong decision can lead to financial penalties for life, and having...