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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Purchasing homeowners insurance is critical for protecting your home.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
An inside look at how marginal income tax brackets work.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Around the country, attitudes about retirement are shifting.