Mike Hughes, ChFC
President, Senior Advisor
Office: 480-345-8540 ext. 2
Alex Telidis, CFP®
Associate Financial Advisor
Office: 480-345-8540 ext. 3
Larry Goldstein, CLU, ChFC, RHU, REBC, CASL
Health Insurance and Medicare Specialist
Office/Client Service Manager
Office: 480-345-8540 ext. 1
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Gaining a better understanding of municipal bonds makes more sense than ever.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Read this overview to learn how financial advisors are compensated.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
Recent changes in estate tax laws could affect the strategy you have in place.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.