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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A quick look at how federal income taxes work.
Probate can be a completely public process, or it can be managed to include as little information as possible.
An inside look at how marginal income tax brackets work.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: right now.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Three things to consider before dipping into retirement savings to pay for college.