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Jeff C. Young 

480.778.2041 

7373 North Scottsdale Road
Suite D-120
Scottsdale, AZ 85253

Ready for Retirement? The Cycle of Investing Perception vs. Reality Social Security: By the Numbers

Who We Are And What We Do

Jeff Young has been an Investment Advisor and Financial Planner in Scottsdale, Arizona since 1982.   As Senior Vice President of First Financial Equity Corporation, Jeff’s primary focus is in helping individuals and families in the disciplines of wealth creation, retirement planning, education savings, estate planning, social security strategies and personal economics.

Jeff and his team create a holistic approach to the investment planning and asset distribution process.   They focus on helping establish goals and objectives for their clientele within a framework of what is practical and reasonable.   If you are interested in having a fresh and dynamic approach brought to your financial planning process, call us at (480) 998-8415.  

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

How Income Taxes Work

A quick look at how federal income taxes work.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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