Fullerton Financial Planning - Tempe

09/27/2022

Register today! You don't want to miss this great webinar on Medicare and it's FREE! Learn about changes that could affect you!
Register at:
https://my.demio.com/ref/uRAbW7LLHOzagSoE

03/21/2022

Volunteer with us on April 9th!! Sign up today at fullertonfp.com/volunteer

02/21/2022

It’s never too early or too late to begin investing – but the sooner you start, the more time you will have to take advantage of compound interest and asset appreciation. You can start putting money away as soon as you turn 18, or even sooner if you’re earning a paycheck.

What age is the right time to start investing in your future? How can you save for the future? Fullerton Financial Planning in Arizona answers those questions and more about investing in your future!

01/24/2022

Experts suggest more than 50 percent of U.S. households have some investments in stock. In 2020, an estimated 41 percent of the nation’s workers had access to a retirement savings plan through their employer or a union.

However, access to an asset class doesn’t necessarily guarantee people will invest in it. What is it about the current stock market that makes it so appealing to Americans?

Read more in our recent blog post:

Are you looking to start getting involved in the stock market? Do you already own stocks and need to understand America's exposure? Let Fullerton Financial Planning in Arizona help you better understand the stock market!

12/30/2021

Did you get gold for Christmas?? We have questions all of the time about investing in gold. In fact, many people hold gold as a strategic asset in their portfolio… but is it still reliable?

We’re talking all about this precious metal in our recent blog post. Head to the link in our bio to read more.

In the new age of currencies and crypto, is real gold still valuable as an asset? Fullerton Financial in Arizona helps you understand the values of this metal asset.

12/07/2021

Stocks and bonds… you often hear those terms together. But what’s the difference between them, and which is better for your portfolio? Find out in our recent blog post.

There is always a debate brewing somewhere about whether a person should invest in stocks or bonds. Fullerton Financial is here to explain, in detail, the benefits of both.

11/29/2021

Don’t forget! Medicare Open Enrollment ends on December 7th. Do you need a second look at your Medicare options? Visit FullertonFP.com/Medicare for a complimentary Medicare consultation.

Don’t wait until it’s too late!

There’s more than one turn on the path to crafting the right Medicare strategy for your retirement future. Let Fullerton Financial Planning help you with your Medicare planning strategy.

11/23/2021

What does your dream retirement look like? For Ron and Carol, it means having enough money to be able to enjoy their retirement years to the fullest!

If you don’t feel confident in your retirement dreams, it’s time to get to work. Start by sitting down with one of our advisors for a complimentary portfolio review. We’re here to help!

Fullertonfp.com/contact

11/22/2021

There are so many things out of our control, and the economy is a key example. While outside circumstances are uncertain, the power to prepare is in our hands.

And preparation begins with a plan. Visit our website to schedule your complimentary retirement plan review.

11/19/2021

TOMORROW’S THE DAY! Clients will be joining us tomorrow at our Peoria office for our Harvest of Thanks Client Appreciation Event. There will be food trucks, pies, live music, a Kid Zone and MORE!

Most importantly, we’re still collecting donations for our Toy & Bike Drive. Can you help us get to 200 toys and 200 bikes?? Visit Fullertonfp.com/bikes to donate today.

11/18/2021

Maximizing your investment portfolio begins with investing as much as you can as early as you can so that you realize the benefits of compounding returns.

While that’s a great beginning, you must also have a defensive strategy to combat the obvious enemies of your portfolio: healthcare costs, inflation and taxes.

Lastly, your portfolio assets must be able to generate income after retirement. Even if this income isn’t enough to pay all your bills, it reduces the amount of cash you have to withdraw each year from savings.

Does your financial plan address each of these? If not, we can help. Fullerton Financial Planning does SMART retirement planning. Contact us today to schedule a meeting to learn more.

11/17/2021

If your employer offers both options, which should you choose—the traditional 401(k), or the Roth 401(k)?

The basic difference between the two is when you pay the taxes. With a traditional 401(k), you contribute pre-tax dollars and reduce your current income tax bill. With a Roth 401(k), it’s the reverse: You make your contributions with after-tax dollars and forego any upfront tax deductions.

Variables like state taxes, income level and retirement expectations can all influence which choice is the right one for you. Consult with one of our advisors about your personal financial situation.