Financial Design Group Phoenix

February 9th is National Bagel Day! Celebrate by reading this cool fact, and enjoy a toasty treat, too!

Should you use a savings or checking account?

Savings vs. Checking Accounts: Which One Should You Use? Savings accounts and checking accounts have different uses, so it's worth knowing which is right for you.

How to host an appetizer only dinner party:

Skip the Sit-Down Dinner and Host an Appetizers-Only Affair Serve delicious finger foods for an inexpensive, low-stress alternative to a sit-down dinner with these easy appetizer ideas and clever hosting tips.

$100 billion was paid out in Life Insurance last year.

A record $100 billion was paid out in life insurance benefits last year | CNN Business US life insurers paid out a record $100 billion in benefits in 2021, according to new data released Monday by the American Council of Life Insurers.

Three nonnegotiable tips to raise confident kids, from the world's oldest cultures

Nonnegotiable Tips To Raise Confident Kids, From The World's Oldest Cultures Without yelling, nagging, or timeouts.

The proposed Build Back Better Act could have a potential impact on backdoor IRAs – initially limiting them and eventually eliminating them. While the future is uncertain, I can help you navigate these pending changes and what makes sense for your unique situation. Please call me with any questions.