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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Simple steps may help you foil hackers and protect your privacy.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Apps that help small business owners better manage and grow their business.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
When do you need a will? The answer is easy: Right Now.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.