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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

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Social Security Taxes

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Our Kids Can Teach us About Saving Money

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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