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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Are women prepared for a 20-year retirement?
Here are six flags that may make your tax return prime for an IRS audit.
This checklist can give you a quick snapshot of how prepared you are.
The item most homeowners forget on their home improvement project checklist is insurance.
It's important to understand how inflation is reported and how it can affect investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.