Advisors

Make Positive Life Changes

Many people dream about suddenly getting a large sum of money. You win the lottery. Perhaps you receive a significant inheritance. But few think about how they will handle the responsibility of their newfound wealth. Lupe Camargo recalls a young woman who came to her for help. The woman had not handled money well in the past and feared she would make poor choices with a recent inheritance. They discussed small steps she could take to make positive life changes that would have lasting impact on her finances and her family’s well-being.

In this moving, five-minute video, Lupe shares the impact this experience had in her own life and career, as well.

By |2019-08-14T13:59:43-07:00December 9th, 2019|Advisors, Financial Planning, Video Blog|

529 Education Savings Accounts and Grandparents

529 education savings accountsGrandparents often want to assist their grandchild with college. But they don’t know the best ways to help. In this brief video, Jim Mailliard talks about grandparents and 529 education savings accounts.

These investment vehicles are state-sponsored college savings plans. They invest money on behalf of participants, much like mutual funds invest shareholder money. Earnings grow tax-deferred, and withdrawals can be used for a variety of qualified education expenses.

 

By |2019-08-14T13:59:43-07:00November 12th, 2019|Advisors, College Planning, Video Blog|

Financial Education Podcast

Lupe Camargo (pictured right) was interviewed on the Phoenix Business RadioX show “Mind, Money, Motion” hosted by Marie Burns and sponsored by Women’s Enterprise Foundation. Along with Elena Zee, president of the Arizona Council on Economic Education, they discussed the importance of financial education and the keys to positive, long-term behavior change. Following are a few of Lupe’s highlights from the financial education podcast, as well as the full one-hour recording.

Neuroscience Insights

Why is it so hard to change our behaviors, despite how much we may want to change? Our brains are wired for survival. As a result, making big changes takes a lot of work and energy that your brain wants to conserve. So let your brain off the hook by making small, easy changes, and you’ll see greater tong-term success. 4-minute audio

Motivating Children

How do you educate and motivate children to establish better money habits? Lupe shares her thoughts. 2-minute audio

Distractions and Convenience

Marketing professionals work hard to influence your decisions and make spending money as easy as possible. Therefore, Lupe offers a simple strategy to break the cycle. 2-minute audio

What Are Your Habits?

You can’t change your behaviors and habits if you don’t even know them. So take the first step, and make a list.  Are those habits helping or preventing you from getting where you want to go? 2-minute audio

Key Take-Aways

Know how your environment and your history with money affect your habits. Take small steps to change your environment. Surround yourself with people who will support that change. Be patient with yourself. Lasting change takes time and perseverance. 2-minute audio

Financial Education Podcast: one-hour audio

Click here if you’d like to listen to the full one-hour podcast featuring Lupe, Arizona Council on Economic Education President Elena Zee, and radio host Marie Burns, on the Business RadioX website.

By |2019-09-30T12:02:40-07:00September 30th, 2019|Advisors, Company News|

Planning Your Financial Future

Planning Your Financial FutureWhy do you need a written financial plan? Would you take a cross-country road trip without a plan or itinerary? Planning a road trip is like planning your financial future.

In the two-minute video below, Mike Larriva uses this analogy to explain how a written plan helps you get where you want to go.

After watching, if you’d like to learn more about our financial planning process, click here.

 

By |2019-08-14T13:59:43-07:00September 9th, 2019|Advisors, Financial Planning, Video Blog|