Tag: News

Bruce Hosler’s full interview on Moving To Tax-Free with Tom Hegna, the legendary host of Fox Business Television. Bruce Hosler, a financial advisor, and author, shares his journey from a tax accountant to a financial advisor, emphasizing the importance of planning for future tax implications in investments and retirement. Bruce is the author of “Moving to Tax-Free.” Industry legend Tom

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Tune In to Fox Business Network for a Half Hour with Bruce Hosler Founder of Hosler Wealth Management April is National Financial Literacy Month. Coming up on Fox Business on April 13, 2024, at 1:30 pm Arizona time, and 4:30 pm EST, Bruce Hosler the author of “Moving to Tax-Free.” The episode will be hosted by industry legend Tom Hegna.

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7th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2024 in Arizona. As the founder of Hosler Wealth Management and with over 27 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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  Wealth advisor Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® brings a new approach to moving to a tax-free retirement. Based on Bruce’s decades of experience in wealth management and tax planning, this definitive guide is a strategic plan for how you and your family can pay less taxes over your lifetime. Using sound and intentional tax strategies,  start to

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  November 6th, 2023, Guest Speaker Bruce Hosler recently presented on Donor-Advised Funds: The Pros, Cons & Gotchas at CONVERGE23 for the Arizona Society of CPAs, held at the Desert Willow Conference Center in Phoenix, Arizona; this year’s attendance was just over 250 CPAs. Donor-Advised Funds (DAFs) are attractive to clients for many reasons. One of the big reasons is

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6th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2023 in Arizona. As the founder of Hosler Wealth Management and with over 26 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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5th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2022 in Arizona. As the founder of Hosler Wealth Management and with over 25 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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4th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2021 in Arizona. As the founder of Hosler Wealth Management and with over 24 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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3rd Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2020 in Arizona. As the founder of Hosler Wealth Management and with over 23 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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2nd Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2019 in Arizona. As the founder of Hosler Wealth Management and with over 22 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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