by Jim Schwartz, CFP®, RICP® | Jul 31, 2023 | -Immediate Needs!
This blog addresses only the prioritized and necessary steps to take, when possible, within the first 3 days after a spouse, partner or significant other dies. These necessary steps are assembled into a checklist I call the First 3 Days Checklist. Not everything must...
by Jim Schwartz, CFP®, RICP® | Jul 20, 2023 | Taxes & Tax Planning
No one likes to pay thousands of dollars in property taxes each year, especially when they don’t have to! Here in Arizona, qualified widows, widowers and disabled individuals can save up to $4,188 in annual property taxes through an exemption allowed in Arizona law....
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