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6909 East Greenway Parkway
Suite 295
Scottsdale, AZ 85254

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Riley/Echols Wealth Management, LLC

(480) 719-1354

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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