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
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.