Executive Summary Financial advice often revolves around arbitrary timelines: save in your 20s, buy a home in your 30s, and retire by your mid-60s. But life doesn’t follow a neat schedule. The reality is that major financial decisions aren’t tied to a specific birthday—they’re driven by life events. Whether it’s a career change, buying a […]
Former Edward Jones Advisor Opens Kingsview Partners Office in Payson, Arizona Kingsview Partners is pleased to welcome Chris Walsh as a Partner and Wealth Manager, operating in his independent office in Payson, Arizona. With more than a decade of industry experience and a diverse background in business and service, Mr. Walsh offers his clients a […]
Executive Summary You’ve worked hard, saved diligently, and built a solid financial foundation for retirement. The numbers check out—you have no debt, a healthy portfolio, and even a paid-off home. But if that’s all you’ve planned for, you might be in for a surprise. If you step into this next chapter without a plan for […]
Executive Summary Debt isn’t inherently good or bad—it’s all about how you manage it. Used wisely, debt can be a tool that helps you build wealth, invest in your future, or grow a business. But when it’s mismanaged, it can become a financial anchor, keeping you from reaching your goals. Whether you’re managing existing debt […]
Executive Summary Ever noticed how making more money doesn’t always mean feeling more financially secure? That’s because with more income comes more responsibility—and if you don’t have a plan, that extra money can disappear just as fast as it comes in. High earners face a unique challenge: How do you make sure your money isn’t […]
Executive Summary The stock market and the economy—two forces that seem like they should move in sync, yet often go opposite directions. Why does the market sometimes soar when the economy struggles? Why do economic downturns sometimes come with market rallies? The key to understanding this mystery lies in one fundamental concept: Markets project, economy […]
Executive Summary Real estate can play a valuable role in your retirement portfolio, offering benefits like income potential, inflation protection, and diversification. However, it’s not as simple as owning a property and watching the money roll in. Real estate demands time, effort, and financial commitment. Before adding it to your retirement plan, it’s essential to […]
Executive Summary Finding the right financial advisor is like choosing a trusted copilot—they back you up, keep you steady in turbulent conditions, and help you navigate toward your goals with confidence. Discover how to identify the right advisor for your needs, what red flags to watch for, and why the right partnership can help you […]
Executive Summary Investment returns don’t mean much if taxes take a big bite out of them. Too many investors focus on making money without realizing that tax efficiency plays a major role in what they actually get to keep. Without a solid tax strategy, you could pay more than necessary—sometimes significantly more. Learn how taxes […]
Executive Summary Annuities are an ancient financial tool that has evolved into a modern way to generate retirement income. They can provide guaranteed income, tax advantages, and financial security but also come with trade-offs like fees and limited liquidity. Annuities can be valuable for those looking to reduce market reliance or create a reliable income […]