In The News

This free Tucson finance class for millennials helped me master money

Johanna Willett | Tucson Life | A free Tucson course wants to make you the master of your money and a pro at personal finance. And they’re not even trying to sell you anything. Last year, my husband and I applied for the TCI Foundation’s 3rd Decade Program for 20- and 30-somethings and spent the fall semester learning about investing, insurance, housing, budgeting, debt and all of those other grown-up topics that make a big difference in your life.

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Americans still struggling to save more money, but these 4 tips can help

Russ Wiles, The Republic | azcentral.com | Laura Walton of the TCI Foundation, a Tucson non-profit that provides free financial classes for moderate-income young adults, offers this tip: Start by putting a dollar in a money jar and increasing that by one dollar each week. By the final week of the year, you’d be putting away $52, and the jar would hold almost $1,400.

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In your 20s with moderate income prospects? This personal-finance program is for you

Russ Wiles, The Republic | azcentral.com | It’s the most critical time to maximize your opportunities and plan for future financial success,” said Bob Swift, founder of TCI Wealth Advisors, an investment-management firm with offices in Arizona and four neighboring states. “People in their 20s have an asset, time, that they can’t afford to waste,” he said. “It would be a big mistake to let those 10 years go by without saving and investing as much as you can.”

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Wealth Advisors CEO gives free money-smarts classes

Arizona Daily Star | By Johanna Willett | Sam Swift remembers monsoon rains pounding on a metal roof of a Tucson men’s shelter, as he — a young kid at the time — served dinner to homeless men alongside his father, Bob Swift. That is how his father, the founder and CEO of Tucson-based TCI Wealth Advisors Inc., taught him to live. “It’s a community that we like giving back to,” says Sam, a 31-year- old adviser and shareholder at his father’s firm. “We feel we have an obligation.”

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