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 Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Glossary of Scam Terms
A helpful glossary of current scams.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?