Mike Hughes, ChFC
President, Senior Advisor
Office: 480-345-8540 ext. 2Mike@ifsincaz.com
Alex Telidis, CFP®
Associate Financial Advisor
Office: 480-345-8540 ext. 3Alex@ifsincaz.com
Larry Goldstein, CLU, ChFC, RHU, REBC, CASL
Health Insurance and Medicare Specialist
Office/Client Service Manager
Office: 480-345-8540 ext. 1Betsy@ifsincaz.com
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A letter of instruction provides additional and more personal information regarding your estate.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to make sure your retirement strategy anticipates health-care expenses.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?