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Blog

A grove of orange trees.
Bonsai Financial Retirement Wealth Advisors | May 23, 2025

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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A person walking on stone steps on an outdoor pond.
Bonsai Financial Retirement Wealth Advisors | May 23, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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A crate overflowing with a harvest of vegetables.
Bonsai Financial Retirement Wealth Advisors | May 23, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Two people in an office working together at a laptop.
Bonsai Financial Retirement Wealth Advisors | May 23, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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A young woman vacuuming her apartment with headphones on and dancing.
Bonsai Financial Retirement Wealth Advisors | May 23, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
Bonsai Financial Retirement Wealth Advisors | May 23, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Inherited-Money
Bonsai Financial Retirement Wealth Advisors | Mar 29, 2023

What To Do with Inherited Money

Financial Planning
Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here are a few steps you can take to make the most of it...
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7 Ways SECURE Act 2.0 Could Affect Your Retirement - Bonsai Financial
Bonsai Financial Retirement Wealth Advisors | Feb 24, 2023

7 Ways SECURE Act 2.0 Could Affect Your Retirement - Bonsai Financial

Financial News
Retirement News
SECURE Act 2.0 was signed into law at the end of 2022. Here are a few ways it could affect your retirement...
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6 Ways to Protect Yourself From Financial Downturn
Bonsai Financial Retirement Wealth Advisors | Jan 31, 2023

6 Ways to Protect Yourself From Financial Downturn

Financial Planning
Though the United States may avoid a full-fledged recession, it’s undoubtedly a difficult time to be a consumer. Here are some ways to protect yourself...
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Your 2022 Year-End Financial To-Do List
Bonsai Financial Retirement Wealth Advisors | Dec 27, 2022

Your 2022 Year-End Financial To-Do List

Financial Planning
The end of the year is upon us. Here are some tasks to check off before 2023 arrives!...
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5 Common Mistakes to Avoid with Medicare
Bonsai Financial Retirement Wealth Advisors | Dec 1, 2022

5 Common Mistakes to Avoid with Medicare

Medicare
Retirement Planning
Medicare can be tricky. Here are some common mistakes to avoid!..
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4 Recent Innovations in Life Insurance Policies - Bonsai Financial
Bonsai Financial Retirement Wealth Advisors | Sep 20, 2022

4 Recent Innovations in Life Insurance Policies

Life Insurance
Life insurance is no longer constrained to the inflexible policies our parents held. Here are some of the latest additions and innovations to give you more
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Bonsai Financial

3235 E Camelback Rd
Unit 103
Phoenix, AZ 85018

P | 602-343-9309

 Bonsai Financial - Gilbert Office

2162 E Williams Field Rd
Suite #111
Gilbert, AZ 85295

P | 602-781-1727

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Investment advice is offered through Bonsai Financial Services, LLC, a Registered Investment Adviser. Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer. Insurance and annuity products are offered separately through Bonsai Insurance Services, LLC. © 2025 Bonsai Financial.

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