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Asset Preservation Wealth & Tax

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Asset Preservation Wealth & Tax, Financial planner, 4310 E Cotton Center Boulevard #120, Phoenix, AZ.

11/06/2026

Estate planning is about making your wishes known and giving your loved ones guidance when they need it most. 🏡

An estate plan can address who will make healthcare and financial decisions if you’re unable to do so, as well as how you want your assets handled.

Where do you begin? Start with an estate planning checklist and key documents to discuss with a qualified professional that may include a will or trust, a living will, and powers of attorney for healthcare and finances. 📋

Our latest article explains what each document does and why it may matter for your plan: https://www.apsitaxes.com/blog/planning-your-estate

Check out how to start estate planning with these eight steps!

11/05/2026

Meet Ron Darling CPA, MST, our director of tax planning and compliance. With more than 30 years of experience in the taxation industry, Ron helps clients understand what drives their tax bill and identify planning opportunities that fit their lives.

Ron believes tax decisions should support a client’s bigger picture, including their lifestyle, retirement, and succession plans. He takes time to explain the “why” behind a tax strategy, helping clients feel more confident about their choices. For Ron, effective tax planning means finding opportunities to save without losing sight of what matters most to each client.

11/03/2026

Inflation gets a lot of attention in retirement planning. But what happens if you retire without a tax plan? 💸

Withdrawals from certain retirement accounts can add to your taxable income. That may affect how much of your Social Security benefits are taxed and leave you with less to spend than you expected.

A retirement plan should look beyond your account balances to account for when you’ll need income, which accounts you’ll draw from, and how those decisions may affect your taxes over time.

At Asset Preservation Wealth & Tax, we help clients make tax planning part of the retirement conversation.

10/31/2026

Financial planning isn’t scary. 🎃

This Halloween, take the fright out of your financial future with a clear plan for your retirement, taxes, and long-term goals.

Happy Halloween from Asset Preservation Wealth & Tax! 👻

10/29/2026

Most retirees never learn the one thing that would let them relax: how much money they can spend each year, and how long it will last.💰

A retirement plan answers that. Your 401(k) isn’t a plan, it’s just an account. A plan is what turns your savings into income for the years ahead, without the fear of running dry.

That fear is real. We see people who saved diligently for decades, then freeze up once they retire, too worried about outliving their money to enjoy it. A good plan takes the guesswork away. Sometimes, the right advice is simply to go enjoy it!

What’s one money habit you’re working on this year? 👇

10/27/2026

How does your 401(k) stack up against others in your income bracket? Comparing balances can provide useful benchmarks, but you should focus your retirement strategy around your personal goals and timeline.

Stewart Willis said he has worked with clients who hold smaller retirement balances because they prioritized paying down high-interest debt, building home equity, saving in taxable accounts, or supporting family. “Those choices don’t necessarily mean they’re behind financially,” he said. “They simply reflect different financial priorities.”

Investopedia features Willis in its latest article on how 401(k) participation and contribution rates vary by income level, and why starting early matters more than how much money you earn.

Read the full article here: https://www.investopedia.com/how-your-401k-savings-compare-with-others-at-your-income-level-12160128

10/22/2026

Your paycheck may stop in retirement, but the bills keep rolling in. 💰

A strong retirement cash flow plan can help turn Social Security, pensions, savings, and investments into a reliable monthly income strategy.

Our article explains how to build a realistic budget in retirement, manage withdrawals, prepare for unexpected expenses, and adjust your plan as your financial needs change.

Retirement income should feel planned, not like a monthly guessing game.

Read more here: https://www.apsitaxes.com/blog/cash-flow-management-tips-for-retirees

10/20/2026

Trust is earned through actions, not titles.

Being a “fiduciary” carries a responsibility to put clients’ interests first. That means staying transparent about compensation, communicating openly when conflicts arise, and focusing on the goals that matter most to clients. 🤝

Over time, those choices reveal whether an advisor deserves your trust.

10/19/2026

What is an annuity’s basic function? 🤔

An annuity can provide a steady source of income for a set period or for life, depending on the contract. It may also offer tax-deferred growth, flexible payout options, and beneficiary features that can support long-term retirement planning.

However, annuities aren't one-size-fits-all. Some contracts come with fees, surrender charges, withdrawal restrictions, and other costs that can impact flexibility and returns. That's why it's important to understand both the benefits and potential drawbacks before investing.

Our latest guide breaks down how annuities work, the different types available, and the key pros and cons to consider before adding them to your retirement strategy. 💰

Read more here: https://www.apsitaxes.com/blog/abcs-of-annuities

10/16/2026

Your financial future deserves a plan. 📺

Tune in to The Wealth Council on Fox Business as Willis and other financial professionals discuss retirement income, tax planning, investing, and strategies designed to help you preserve your wealth.

Watch and gain practical insights for making more informed financial decisions.

Address

4310 E Cotton Center Boulevard #120
Phoenix, AZ
85040

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm
Saturday	8am - 5pm

Telephone

+16024490146

Website

facebook.com

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