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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When to start? Should I continue to work? How can I maximize my benefit?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Building wealth requires protection from the forces of wealth destruction.
Bonds may outperform stocks one year only to have stocks rebound the next.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.