Understanding Today’s Financial Environment
Welcome. We’re Kelli Riley and Tonette Echols of Riley/Echols Wealth Management, LLC-CERTIFIED FINANCIAL PLANNERTM Professionals in Scottsdale, Arizona. We understand that individuals face unique challenges in their financial life. We can help take the mystery out of preparing for today and tomorrow through education and helping simplify your investment world. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We have decades of experience in financial services and look forward to working with you through all stages of your life, please call (480) 719-1355.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Term insurance is the simplest form of life insurance. Here's how it works.
Calculating your potential Social Security benefit is a three-step process.
How literate are you when it comes to your finances? Brush up with these five basics.
Being healthy not only makes you feel good, it may also help you financially.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Marriage changes everything, including your insurance needs.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how to set up your financial goals for success? This knight does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.