Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?


Trusted

We strive to know you, your priorities, your goals and your aspirations so we can create a comprehensive plan designed to address what is important in your life.

Learn More

Independent

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Learn More

Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

Learn More

Understanding Today's Financial Environment

Welcome, Solomon CPAs & Financial Services PLLC is a financial organization in Mesa, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in tax, accounting, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Investment services are offered by Chris Solomon and Rick Solomon through affiliation with Avantax.

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

View all articles arrow

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

View all videos arrow