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 Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.