Arizona Financial Advisors
Our commitment is to help you work towards achieving all your financial goals and to provide you with confidence in your retirement strategy At Rulon Financial & Tax, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Calculating your potential Social Security benefit is a three-step process.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.