Financial Security Group of Az, Inc.

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Financial Security Group of Az, Inc. Our mission is to help our clients preserve what they worked hard for. We specialize in Estate Planning, Retirement & Income Planning and Income Tax Prep.

Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will...
10/09/2026

Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries. Governments are working to understand AI and determine how to regulate something that affects much more than the digital space. Its potential uses are being realized everywhere, from musicians turning 50-year-old demo recordings into fully realized hit singles to firms analyzing data to increase productivity, maximize security, and even develop new medicines. The potential for AI is a fast-moving beast, with new tools emerging so quickly that they sometimes make existing ones obsolete just months after they become available.

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Discover how 401(k) catch-up contributions, like the new "super catch-up" for ages 60-63, can significantly boost your r...
10/01/2026

Discover how 401(k) catch-up contributions, like the new "super catch-up" for ages 60-63, can significantly boost your retirement savings. See the potential difference these contributions could make by age 67.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he le...
09/24/2026

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of thousands of dollars in attorney's fees.

Judge Burger's case shows that even law-savvy individuals can make mistakes when it comes to writing their own legal documents. But giving executors the proper power is only one piece of the puzzle. How do you choose an executor? Can anyone do it? What makes an individual a good choice?

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The average American owes $63,500 in debt. Of the American debt tallied in 2025, 70.1% came from mortgage debt. Of the r...
09/18/2026

The average American owes $63,500 in debt. Of the American debt tallied in 2025, 70.1% came from mortgage debt. Of the remainder, 29.9% came from auto loans and 28.9% from student loans. Little wonder that money worries can be a major cause of stress.

There’s a link between debt and stress.

When inflation makes headlines, the conversation usually stops at a single number. Prices went up 3 percent. Or 4 percen...
09/11/2026

When inflation makes headlines, the conversation usually stops at a single number. Prices went up 3 percent. Or 4 percent. But which number? Measured how? And by whom?

The truth is there’s no single “inflation rate.” The U.S. government publishes several, each built on different assumptions about who’s spending, what they’re buying, and how they adjust when prices shift. Understanding the differences could change the way you think about your own financial picture, because the only inflation rate that truly matters is the one you’re living with.

Different inflation indexes may tell different stories. Here's what that could mean for you.

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To u...
09/04/2026

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works.

Probate can be a completely public process, or it can be managed to include as little information as possible.

Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an in...
08/28/2026

Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact investments account for $1.571 trillion of managed investments worldwide, with 33% held in North America.

Learn about the rise of Impact Investing and how it may benefit you.

In today's fast-paced world, financial stress has become a part of life for some. The anxiety and pressure associated wi...
08/21/2026

In today's fast-paced world, financial stress has become a part of life for some. The anxiety and pressure associated with money matters can create a vicious cycle, affecting both mental and physical health. However, there may be a pathway through this chaos: mindfulness and meditation. These ancient practices not only offer a chance to reflect but also may provide a more straightforward approach to financial decision-making, which could foster long-term financial wellness.

An article about meditation, mindfulness, and financial well-being.

Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents ...
08/14/2026

Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents believe that allowing minors to drink under their supervision may lead to more responsible drinking in their adult years. Other parents believe that allowing minors to drink in the home is a better alternative to drinking outside the home.

Regardless of your parental approach to your teen children and drinking, when teens drink at home, you may be exposed to substantial civil liability. Even if it occurred while you were away or without your consent.

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

In 1900, the average life expectancy of a newborn was only 32 years old. By 2025, that number more than doubled to 73 ye...
08/06/2026

In 1900, the average life expectancy of a newborn was only 32 years old. By 2025, that number more than doubled to 73 years, and the trend is expected to continue.

Living this long may have unexpected tax consequences. Here’s why.

Many older life insurance policies mature at a specific age. If the insured individual attains that age, the policy’s cash value may be paid out to the policy owner in lieu of a death benefit payment.

Life insurance proceeds are generally tax-free. But not in all cases.

Address

10001 W BELL Road, STE 148-A
Sun City, AZ
85351

Opening Hours

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

Telephone

+16235612323

Website

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