Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Asset Preservation Wealth & Tax, Financial planner, 4310 E Cotton Center Boulevard #120, Phoenix, AZ.

08/25/2026

Protecting your family's future starts with having a plan. 🏡

No one likes to think about the unexpected, but having an estate plan in place can make all the difference for the people you care about most.

An estate plan helps ensure your family honors your wishes, your loved ones know what to do, and that you pass your legacy on according to your intentions, rather than left to the courts.

Estate planning isn't just for the wealthy. It's an important part of any comprehensive financial plan and can provide clarity, protection, and peace of mind for you and your family.

Going through a divorce? Your retirement assets may not be worth what you think.In a recent podcast episode, our preside...
08/20/2026

Going through a divorce? Your retirement assets may not be worth what you think.

In a recent podcast episode, our president, Stewart Willis, discussed the financial mistakes that can have lasting consequences during and after divorce, from dividing retirement accounts to overlooking beneficiary designations.

You'll learn:
✔️ Why a $500,000 home isn't necessarily equal to a $500,000 401(k)
✔️ Why outdated beneficiaries can derail your estate plan
✔️ Common trust and retirement account mistakes to avoid
✔️ How proactive planning can help you move forward with confidence

Whether you're recently divorced, remarried, or simply haven't reviewed your financial plan in years, this episode highlights why keeping your retirement and estate plans up to date is so important.

🎧 Listen now on Spotify: https://open.spotify.com/episode/0EZn3fWDJke06CNTKhDwou

How does your 401(k) compare to others at your income level? While benchmarks can be helpful, they don’t tell the whole ...
08/07/2026

How does your 401(k) compare to others at your income level? While benchmarks can be helpful, they don’t tell the whole story.

Our president, Stewart Willis, told Investopedia that some savers hold smaller 401(k) balances because they’ve prioritized other goals, like paying down high-interest debt, building home equity, saving in taxable accounts, or supporting family:

“Those choices don’t necessarily mean they’re behind financially. They simply reflect different financial priorities.”

Your retirement readiness isn’t defined by your 401(k) balance alone. The right financial moves depend on your goals, not on how you stack up against a benchmark.

A successful financial plan is about creating a strategy that aligns with your unique priorities and long-term objectives.

Read the full feature: https://www.investopedia.com/how-your-401k-savings-compare-with-others-at-your-income-level-12007111.

08/06/2026

Stewart Willis recently joined the Johnjay Van Es Podcast for an honest conversation about the experiences that shaped his approach to wealth, resilience, and long term success.

From growing up through adversity to helping families build financial confidence today, Stewart shares lessons on investing, tax planning, diversification, and creating generational wealth. The conversation also explores the connection between financial health and physical well being, covering everything from longevity to staying grounded in a world full of trends.

If you're looking for practical insights on building a stronger financial future and living with purpose, this episode is worth a listen.

🎧 Listen to the full episode here!
https://www.thejohnjayvanespodcast.com/the-strangest-lesson-on-wealth-hint-its-childhood-trauma/

Are you saving for retirement…only to never spend it?In a recent podcast episode, our president, Stewart Willis, discuss...
08/04/2026

Are you saving for retirement…only to never spend it?

In a recent podcast episode, our president, Stewart Willis, discussed why many retirees hesitate to use the wealth they've worked so hard to build. Willis also covered how a proactive tax strategy, including Roth conversions, may help you make the most of your retirement while reducing future tax burdens for your loved ones.

You'll also learn:
✔️ Why some advisors avoid recommending Roth conversions
✔️ How the "widow's penalty" can impact surviving spouses
✔️ Why today's historically low tax rates may present a valuable planning opportunity
✔️ How to build a retirement plan focused on living, not just leaving money behind

Listen now and discover how thoughtful tax planning can help you enjoy your retirement with greater confidence.

🎧 Listen on Spotify: https://open.spotify.com/episode/6GAb9kyOYvb9UBXSorgFXW

Not every ETF that outperforms the S&P 500 is the right fit for every investor.Our President, Stewart Willis shared his ...
07/29/2026

Not every ETF that outperforms the S&P 500 is the right fit for every investor.

Our President, Stewart Willis shared his perspective on momentum investing in U.S. News & World Report:

“SPMO is interesting because momentum is one of the few investment factors that can make intuitive sense: Winners often keep winning longer than people expect. In a market where leadership has been narrow, a rules-based momentum ETF can help investors participate in strength without trying to pick every individual stock.”

Stewart also reminds investors that momentum can reverse quickly, making diversification and aligning your investments with your long-term goals just as important as chasing performance.

Read the full feature: https://money.usnews.com/investing/articles/etfs-that-outperform-the-s-p-500.

"One of the best financial decisions you can make is simply starting early. Even small amounts invested consistently can...
07/27/2026

"One of the best financial decisions you can make is simply starting early. Even small amounts invested consistently can grow into something significant through the power of compounding." — Erick Jimenez, Asset Preservation Wealth & Tax Financial Advisor.

Many people delay investing because they think they need more money, more knowledge, or the "perfect" time to start.
The reality? Waiting can be more costly than starting small.

Building wealth isn't about making one perfect investment decision. It's about developing consistent habits and giving your money time to work.

Whether you're investing $500 or $5,000, taking action today can make a meaningful difference over the long run.

What's one piece of financial advice you wish you had known sooner?

When should you claim Social Security?It's one of the most common retirement questions — and one of the most important.W...
07/24/2026

When should you claim Social Security?

It's one of the most common retirement questions — and one of the most important.

While many claiming strategies were eliminated years ago, timing still plays a major role in determining how much you and your spouse may receive over your lifetime.

For couples especially, the decision isn't always about maximizing today's benefit. It may be about maximizing lifetime income and protecting the surviving spouse in the future.

Factors like your retirement age, income needs, health, and survivor benefits can all influence the best claiming strategy.

Here are a few key considerations that could help you make a more informed decision.

Read the full article here! https://www.apsitaxes.com/blog/social-security-frequently-asked-questions

Assisted-living planning is about more than preparing for future care needs.As our president, Stewart Willis, often remi...
07/23/2026

Assisted-living planning is about more than preparing for future care needs.

As our president, Stewart Willis, often reminds clients, these conversations also involve housing decisions, funding strategies, long-term asset protection, and making sure one spouse's care needs don't jeopardize the other spouse's retirement security.

When families start planning early, they typically have more flexibility and more opportunities to make informed decisions that align with their goals and financial situation.

The challenge is that many families wait until a health event forces the conversation.

By then, options may be more limited.

Planning ahead won't eliminate every uncertainty, but it can help create a clearer path forward for everyone involved.

When it comes to retirement income, annuities and pensions are often grouped together—but they aren't interchangeable.Wh...
07/21/2026

When it comes to retirement income, annuities and pensions are often grouped together—but they aren't interchangeable.

While both can provide a stream of income in retirement, they differ in important ways.

Pensions are typically offered by employers and follow a predetermined structure.

Annuities, on the other hand, are contracts with insurance companies that may offer more flexibility when it comes to contributions, payout options, portability, and beneficiary planning.

Understanding these differences can help you evaluate which retirement income strategies align with your goals, needs, and overall financial plan.

Swipe to see how annuities and pensions compare ➡️

Read the full blog here! https://www.apsitaxes.com/blog/annuity-vs-pension

Address

4310 E Cotton Center Boulevard #120
Phoenix, AZ
85040

Opening Hours

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

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+16024490146

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