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Money doesn't come with an owner's manual. That's why we're here.

There’s no GPS that will lead you to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.

The good news is, we’re here to help. We want to know what’s important to you, to understand your unique challenges, and to help guide you to a secure future. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.

5080 N 40th St Suite 400, Phoenix, AZ 85018

Phone (602) 957-7155 • jenny_caruso@jdriscollco.com

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

College Savings with Life Insurance

How can Life Insurance play a role in your college savings strategy?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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