INVESTMENT PLANNING CHANDLER AZ

INVESTMENT PLANNING CHANDLER AZ

CHANDLER ARIZONA INVESTMENT PLANNING  – Chandler Arizona Investment Adviser Teresa Bear’s Video Provides Important Information to Investors about the Challenges Investors Face in Trying to Time the Stock Market. Why Market Timing Doesn’t Work Few words characterize today’s financial markets like uncertainty. When overseas economic issues can rob investors of … Continue reading

SAVINGS CD RATES PHOENIX AZ

SAVINGS CD RATES PHOENIX AZ

PHOENIX ARIZONA SAVINGS CD RATES – Arizona Investment Adviser Teresa Bear’s Video Provides Important Information About Laddered Bonds. In the past, bonds have been used by conservative investors to generate income in retirement. However, when interest rates are low, bonds can be a risky proposition. The reason they present a … Continue reading

INVESTMENT ADVISER INVESTMENTS ARIZONA

INVESTMENT ADVISOR INVESTMENTS ARIZONA

INVESTMENT ADVISOR INVESTMENTS ARIZONA – Arizona Investment Adviser Teresa Bear’s Video Provides Important Information About What Documents to Retain and for How Long. Q – It’s tax time and I am drowning in paperwork! What should I keep? What should I toss? A – Tax time is an excellent time … Continue reading

IRA FINANCIAL PLANNING GILBERT AZ

IRA FINANCIAL PLANNING GILBERT AZ

GILBERT AZ IRA FINANCIAL PLANNING – IRA Financial Planning to Maximize Your IRA is Covered in Gilbert AZ Financial Planner Teresa Bear’s Latest Video. I’m often asked how the funds in an IRA account can be maximized. Albert Einstein provided the answer when he said “Compound interest is the eighth … Continue reading

TEMPE ARIZONA TAX PLANNING

TEMPE ARIZONA TAX PLANNING

TAX PLANNING TEMPE ARIZONA CPA and Tax Planner Teresa Bear Provides Important Information About Tax Time Planning and Ways to Save Money on Your Taxes. This is the time of year when we begin receiving tax documents in the mail and our thoughts turn to assembling our tax return documents. … Continue reading

FINANCIAL PLANNER CREDENTIALS ARIZONA

FINANCIAL PLANNER CREDENTIALS ARIZONA

FINANCIAL PLANNING ARIZONA PHOENIX RETIREMENT PLANNER Arizona Retirement Planner Teresa Bear Provides Important Information About Educational and Regulatory Requirements for Titles Used by Financial Service Professionals and Financial Planners. Q – I am searching for a new financial planner. He has a lot of titles behind his name. What do … Continue reading

GILBERT ARIZONA TAX PLANNING

Tax Time and Red Alarm Clock. 3D Rendering

TAX PLANNING GILBERT ARIZONA CPA and Tax Planner Teresa Bear Provides Important Information About Year End Planning and Ways to Save Money on Your Taxes. In theory, the holiday season should be a time to relax and focus on and reconnect with family and friends. However, instead December is a … Continue reading

ARIZONA SAVINGS INTEREST RATES

ARIZONA SAVINGS INTEREST RATES

Arizona Retirement Planner Teresa Bear Provides Important Information About Bonds and Interest Rates. Historically financial advisers have turned to bonds for their risk averse clients who are searching for higher returns than bank CD’s. However, has your adviser told you about the risk of owning bonds? I would just love … Continue reading

IRA INVESTMENTS PHOENIX AZ IRA ACCOUNTS

IRA INVESTMENTS PHOENIX AZ IRA ACCOUNTS

IRA INVESTMENTS PHOENIX AZ – Arizona Retirement Planner Teresa Bear provides important guidelines on IRA funding as she discusses the 5 assets that should not be held in an IRA. In the movie, History of the World – Part I, Moses descends from Mount Sinai holding three stone tablets. Delivering … Continue reading

AZ SAVING FOR COLLEGE – INVESTMENT OPTIONS

Graduation mortar board cap on one hundred dollar bills concept for the cost of a college and university education

ARIZONA COLLEGE SAVINGS INVESTMENT PLANNING College Investment Options and Choices are Explained by Arizona Financial Planner Teresa Bear. Q – I want to set up a trust fund for my beautiful new granddaughter’s college education. Any suggestions? Proud Grandma A – Dear Proud, Congratulations! I’m glad to hear that you … Continue reading

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