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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A four-step framework for building a personal legacy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Life insurance proceeds are generally tax-free. But not in all cases.
Learn when it may not make sense to file a claim on your home insurance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?