Desert Moon Financial & Insurance Solutions LLC

05/13/2026

Let this week serve as a reminder for women of all ages—your health matters! Take time for check-ups, self-care, and wellness. Prioritize YOU, because a healthy future starts today!

05/12/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

05/07/2026

After Ryan's sudden passing at just 41, Racquel found comfort knowing their planning allowed her to keep the home they built and care for their children. That’s the power of preparation. Connect with me to start building your own strategy today.

05/05/2026

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

04/30/2026

Every dollar you invest has the potential to grow but taxes can slow that growth if you’re not strategic.

This infographic breaks down five ways to take advantage of tax deferral, from maximizing retirement contributions to leveraging HSAs and annuities.

It’s a quick, visual look at how small adjustments can help you keep more of your hard-earned money working for you.

View the infographic: Tax-Deferred Investing – Five Smart Strategies to Boost Your Savings
https://bit.ly/4df6Uxc

04/16/2026

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4cA2DD5 may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

04/09/2026

Secure what matters most—your income
You protect your home, your car, and other essentials. But what about the income that makes it all possible? Individual disability insurance helps safeguard your finances in case sickness or injury keeps you from earning a paycheck. Reach out to learn more.

04/07/2026

It was wonderful to be back at the Prestamos Women's Business Center to host their EmpowerHer workshop series—always such a meaningful (and fun) space for connection and growth.

We gathered for a goal planning and vision board workshop centered on reflection, clarity, and intention for the year ahead—filled with thoughtful conversation, shared vision, and genuine connection. I especially loved seeing everyone’s completed vision boards and hearing the intentions they’re carrying into 2026.

As we move through the end of the first quarter, it’s a natural time to pause, realign, and refocus on what matters most.

What’s one intention you’re recommitting to right now?

04/03/2026

Grateful for an evening of celebration, connection, and reflection at our Arizona State Awards Dinner with New York Life.

Set against the beautiful backdrop of the Wrigley Mansion, it was a special night to honor the work we do, the people we serve, and the relationships that make it all so meaningful.

Moments like these are a reminder that while we celebrate accomplishments, it’s the people; colleagues, friends, and family who make the journey truly rewarding.

04/01/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...