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Planning for Retirement: Which Generation Is More Prepared?

February 7, 2014Bailey HeltonGeneral Articlesestate planning, phocus companies, taxes
Planning for retirement is often a nose-cringing thought; however, it is very important. In order to properly plan for retirement, it is critical to spend less and save more. Gen X, Gen Y and Boomers all need to think carefully...
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Cut Gas Costs: Tips for Saving Money on Fuel

February 3, 2014Bailey HeltonGeneral Articlesauto insurance, phocus companies, saving money on fuel
Driving a car can be pricey. You need to pay for maintenance, auto insurance premiums and fuel to keep the vehicle running. Saving money on fuel is one of the easiest ways to cut the costs of car ownership, and...
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Home Renovations Checklist To Successfully Complete Your Project

January 29, 2014Bailey HeltonGeneral Articleshome renovations, homeowners insurance, phocus companies
Perhaps one of the hardest parts to homeownership is completing the dreaded renovation project. If you don’t stay on top of home renovations, they can quickly escalate out of control with contractors offering inferior work, running out of materials and...
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What You Need To Know About Filing Your Taxes When Paying Tuition

January 24, 2014Bailey HeltonGeneral Articlespaying tuition, phocus companies, tax season, taxes
Whether you are a student paying your own tuition or a parent paying a child’s tuition, when tax season rolls around you might be surprised that the Internal Revenue Service wants to help you minimize some of those tuition costs....
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Estate Planning: Should You do it on Your Own? Or Should You Hire an Expert?

January 20, 2014Bailey HeltonGeneral Articlesestate planning, phocus companies
It’s normal to want to take care of your loved ones, especially after you’re gone. To achieve that desire, there are a few options available to make sure that your wishes are honored. But, do you do it on your...
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Get a Head Start on Tax Season by Preparing Early

January 15, 2014Bailey HeltonGeneral Articlesphocus companies, tax season, taxes
A new year is here, and with it comes another tax season. Many people prefer to wait until the last minute to file in order to put off the aggravation, but it shouldn’t be that way. Even though W-2s and...
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Estate Planning Makes Sure Your Assets Get Into the Hands of Your Heirs

January 10, 2014Bailey HeltonGeneral Articlesassets, estate planning, inheritance, phocus companies
Who can inherit assets from your estate is a fairly straightforward process, provided there’s a will, and a well-written one at that. Take the time to create a document that clearly states who gets what protects your wishes along with...
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Tax Season is Just Around the Corner — Do You Have Your Documents Ready?

January 6, 2014Bailey HeltonGeneral Articlesdocuments, phocus companies, tax season, taxes
The beginning of a new year is almost here, and with it brings the tax season. No one likes the idea of having to do taxes, but it’s a fact of life, and one that has to be gotten through....
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Estate Planning First Steps: How Much Is Your Estate Worth?

January 1, 2014Bailey HeltonGeneral Articlesestate, estate planning, phocus companies
When you hear the words estate planning what comes to mind? The word estate is generally associated with real estate. However estate planning is a very important part of life that has to do with where your assets will go...
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The 2014 Tax Season Has a Delayed Start

December 27, 2013Bailey HeltonGeneral Articles2014, phocus companies, tax season, taxes
The government shutdown in October 2013 is still causing problems, and one of them is that the 2014 tax season is going to start later than usual. Every year, the IRS takes time to run diagnostics and checks in order...
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We are PROUD to have been selected to join the Rosie on the House Partnership Program --- representing al the great listeners, friends, and family of the Rosie Romero "Rosie on the House" program.

Our family has been writing Rosie and Jennifer Romero's personal (and now business insurance) for the past 30 years right here in Phoenix, Arizona.

Recent News

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  • Why Do Used Car Dealers Need Commercial Auto Insurance Coverage? April 22, 2021
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Phone: 602-955-7705
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