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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A change in your mindset during retirement may drive changes to your portfolio.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that home, you invested that money?
Learn how to harness the power of compound interest for your investments.