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
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?