Broker Check

 

Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement 18 Years Worth of Days

Financial Balance®

We educate our clients and take some of the mystery out of preparing for your financial future.

Learn More

Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

Learn More

LIVE • LEARN • WORK

Are you looking for a career with meaning? Would you like to help people and be part of something special?

Learn More

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 confidence. 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 stable 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

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Savings and Cash Flow

Savings and Cash Flow

Savings is a critical tool to ensure positive cash flow in your personal finances.

 

An Overview of Renter’s Insurance

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

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Uncommon Knowledge for Your Life

See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

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.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

View all presentations arrow

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow