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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.

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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 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

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Social Security: Five Facts You Need to Know

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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.

What Is My Current Net Worth?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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

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

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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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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.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Saving for College 101

Here’s a crash course on saving for college.

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