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.
Helpful Content
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Rightsizing for Retirement
What does your home really cost?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.