Our original content and other news, thoughtfully curated to positively impact your financial wellbeing. Commentary Monthly Market Report: March 2024 Congratulations, you’re turning 65! Monthly Market Report: February 2024 Monthly Market Report: January 2024 Monthly Market Report: December 2023 Reference Guide: 2024 Key Financial Data 2023 Arizona Tax Credits Guide 7 Ways to Maximize Charitable Giving in 2023 2023 Arizona Individual Tax Credits Load More Must-reads from the Internet Search for: RESOURCESWebsites, calculators, and links to help you with financial planning. CATEGORIESCommentary Versant in the News Versant Video Markets What Tom’s Reading The Wine Advisor TOPICSEstate Planning Financial Habits Financial Well-Being Insurance Investing Kids & Money Markets Millennials Philanthropy Retirement Saving Money Seniors Taxes Wealth Management Women RECENT POSTS Monthly Market Report: March 2024 Congratulations, you’re turning 65! FEATURED ARTICLES What does China Portend for Equity Investment Portfolios? US Dollar Drama