Financial Security Group of Az, Inc.

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.

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.

For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what be...
07/30/2026

For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees have explored these stunning landscapes, marveled at the diverse wildlife, and discovered the physical benefits of a retirement spent in the great outdoors. But recent research suggests that the mental benefits could be even more important for retirees. Read on to learn more.

Get ready to enjoy America’s national park system with this helpful article.

The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information...
07/24/2026

The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information companies keep on them, but did you know that the credit score provided to you may be different than the one provided to lenders?

What’s the deal with your yearly free credit report?

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to...
07/16/2026

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an eyebrow or two, not all of these ideas are without merit

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no ...
07/09/2026

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no further than the New Year Resolution, 80% of which fail by February.

Five phases to changing unhealthy behaviors.

07/03/2026

From all of us, Happy Fourth of July! We hope your day is filled with family, friends, great food, and lasting memories. Thank you for allowing us to serve our community.

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

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