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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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. 

Helpful Content

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Four Great, Unexpected Places to Raise a Family

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

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.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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