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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An increasing number have been developed to help individuals with their personal finances.
A look inside the U.S. government's statistics on household net worth.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are four very good reasons to start investing. Do you know what they are?
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?