2018 Tax Reference Sheet

The passage of the Tax Cuts and Jobs Act on December 20th of 2017 brought with it significant changes to the tax code which will begin affecting individual taxpayers starting in 2018. These changes will have varying...

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Going For It On 4th Down - Connecting Quarterly: 4th Quarter 2017

Dear Friends, This Sunday, over 110 million people will sit down to an annual American tradition:  The Super Bowl. Amongst them will be the coaching staffs of the 30 NFL teams not fortunate enough to play...

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Tips for Preventing Fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While TFO Phoenix plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your...

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208 SECONDS - CONNECTING QUARTERLY: 2ND QUARTER 2017

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Dear Friends, A few months ago, I finally watched "Sully," the biographical film about Captain Chelsey "Sully" Sullenberger, the U.S. Airways pilot who safely landed a passenger airliner on the Hudson River in 2009. While I was familiar...

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You Meant What???

More and more families are recognizing the importance of equipping their heirs with the appropriate tools to sustain and be stewards of the family’s hard-earned wealth. While these families are expending effort on important concepts such as...

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10 Years Ago - Connecting Quarterly: 4th Quarter 2016

Dear Friends Ten years ago this month, on a Sunday morning in my quiet neighborhood, I had the misfortune of being in the wrong place at the wrong time. My wife and I were out on our weekly...

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