Financial Blog

Fullerton FP, located in Phoenix, AZ, explain why it may look as if your social security is being taxed twice when in reality it is not. For more information, call today!

Fullerton Financial Planning explains why social security is considered income when filing taxes. If you live in Phoenix, AZ and need a financial planner, call today!

Fullerton Financial in Phoenix, AZ share the 2023-2024 tax brackets and the differences you can expect from the previous year. For more information, call today!

Receive an unexpected refund from the IRS this year? Fullerton Financial in Phoenix, AZ offer some expert advice on where to apply those extra funds.

Phoenix Financial Advisors, Fullerton Financial, share which assets should and should NOT be in a trust. For more information or to schedule an appointment, call today!

Fullerton Financial Planning in Phoenix, AZ share their expert advise as to why it may be a good idea to optimize your investment portfolio for 2024. For more insights, call today!

Fullerton Financial Planning in PHoenix AZ share stock market sectors to watch in 2024. For more information or to schedule a consultation, call today!

If your doctor does not except medicare then you will be unable to keep the same provider. Fullerton FP explains more in detail, here!

Fullerton Financial Planning in Phoenix, AZ shares what you can expect to NOT be covered with Medicare. For more information or to schedule a consultation, call today!