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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Financial Balance®

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

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Business Planning

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

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LIVE • LEARN • WORK

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

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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 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

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Near 60? Get a Financial Check-Up

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Top Tips for a Retirement Tailgate

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Infographic: Personal Finances Are Like A Game of Golf

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Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Income Protection for Millennials

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Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?

Weighing the Benefits of Prepaid Debit Cards

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Financial Fixes: The Hidden Costs of Home Ownership

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A Look at Systematic Withdrawals

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

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.

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

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-Weekly Payments

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

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Principles of Preserving Wealth

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Here’s a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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