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  • Tucson AZ-EPS16
    7465 E Tanque Verde Rd Tucson, AZ 85715 T: 520.549.1988
  • Scottsdale, AZ-EPS02
    9237 E Via de Ventura Ste 130 Scottsdale, AZ 85258-3565 T: 480.887.4779 F: 480.887.4768
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  • Scottsdale, AZ-EPS
    14350 N 87th St Ste 300 Scottsdale, AZ 85260 T: 480.569.7881 F: 480.569.7782
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  • Phoenix, AZ-EPS01
    2222 W Pinnacle Peak Rd Ste 160 Phoenix, AZ 85027-1224 T: 623.259.1273 F: 623.259.1274
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  • FountnHills,AZ-EPS03
    17100 E Shea Blvd Ste 100 Fountain Hills, AZ 85268-6624 T: 480.867.6696 F: 480.867.6693
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  • Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson
    4451 Brownridge Terrace Medford, OR 97504 T: 541.227.2947 F: 541.227.2974
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  • Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel
    16810 E El Pueblo Blvd, Suite 101 Ste 101 Fountain Hills, AZ 85268 T: 480.656.5553 F: 541.227.2974
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  • Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae
    3561 E Sunrise Dr Suite 105 Tucson, AZ 85718 T: 520.524.6111
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  • Flagstaff,AZ-EPS18
    500 N Beaver St Flagstaff, AZ 86001 T: 928.440.7400 F: 928.440.7477
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Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
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Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
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Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
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Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
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Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
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