Building a Better Personal Network In Phoenix

Personal Network

We work a great deal with asset sheets and financial numbers for our Phoenix clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Phoenix families and people we serve. But what is becoming increasingly clear in this 2017, always-online, world is this: our most powerful … Read More

Renee SieradskiBuilding a Better Personal Network In Phoenix

Why You Should Create A Tax Planning Strategy With A Phoenix Professional’s Help

tax planning strategy

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that’s because the lesson from it is so instructive. And I’ll admit from the jump, that it’s self-serving to some extent. Because in the age of AI, point-and-click software and ROBOTS, it’s tempting to think … Read More

Renee SieradskiWhy You Should Create A Tax Planning Strategy With A Phoenix Professional’s Help

Training Your Heart For Good Financial Stewardship In Phoenix

financial stewardship

Working with my Phoenix clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I think that we all could use the reminder that our human flaws show up very clearly … Read More

Renee SieradskiTraining Your Heart For Good Financial Stewardship In Phoenix

A Basic Mid-Year Tax Planning Method for Phoenix Taxpayers

mid-year tax planning

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it’s tempting to just sit back and hit the cruise control for the next couple weeks or so until the kids get back in school, and … Read More

Renee SieradskiA Basic Mid-Year Tax Planning Method for Phoenix Taxpayers

Smart Planning for Financial Independence in Phoenix

Financial Independence

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people in Phoenix wrote me saying that they were feeling pretty dispirited about their personal situation … and that anything discussing “financial independence” really seemed … Read More

Renee SieradskiSmart Planning for Financial Independence in Phoenix

Four Keys to Achieving Financial Freedom by Renee Sieradski

financial freedom

Four Keys to Achieving Financial Freedom by Renee Sieradski “You will never do anything in this world without courage. It is the greatest quality of the mind next to honor.” -James Allen Often, as we strive to keep our heads above water in these culturally crazy times, it’s easy to lose sight of why we’re all working hard each day, … Read More

Renee SieradskiFour Keys to Achieving Financial Freedom by Renee Sieradski

Three Practical Financial Tips for the Multi-Generational Caretaker in Phoenix

caretaker

With summer in full swing, for some of my clients it means that the children are more “present” than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those, if you do it right), various activities for the family, and more. But there is … Read More

Renee SieradskiThree Practical Financial Tips for the Multi-Generational Caretaker in Phoenix

Renee Sieradski on Patterns and Habit, via Parable

habit

Last week I wrote about worry, and this week … well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see, I’m a creature of habit, and over the course of … Read More

Renee SieradskiRenee Sieradski on Patterns and Habit, via Parable